Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
IN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO saysWM Raymond James Recruits $700M Advisor Team from TruistFP Wells Fargo private wealth head taps firm's full capabilities for clientsIN Ex-LPL, special needs advisor pleads guilty in fraud caseIN Advisor moves: Raymond James lands $700M Truist team in NaplesKC Weekend Reading For Financial Planners (October 24–25)4K Who Was Supposed to Check the $977?

Financial ADVSR advisor directory · SEC adviser records

Coordinated Capital Securities, Inc. financial advisors

Every SEC-registered investment adviser representative at Coordinated Capital Securities, Inc., by the state and city of the office they work from.

15 registered advisors work at Coordinated Capital Securities, Inc., in 3 states and 9 cities; the most are in Kenosha, WI (5). 0 list the CFP designation and 15 are also registered broker representatives.

Search every Coordinated Capital Securities, Inc. advisor by name →Who joined and left Coordinated Capital Securities, Inc. →Coordinated Capital Securities, Inc.: assets, clients and custodians →

Cities with the most Coordinated Capital Securities, Inc. advisors

Kenosha, WI 5Brookfield, WI 2Fort Atkinson, WI 2Cincinnati, OH 1La Crosse, WI 1Memphis, TN 1Monona, WI 1Strongsville, OH 1Waunakee, WI 1

Coordinated Capital Securities, Inc. advisors by state

Coordinated Capital Securities, Inc. in Wisconsin 12

Kenosha 5Brookfield 2Fort Atkinson 2La Crosse 1Monona 1Waunakee 1

Coordinated Capital Securities, Inc. in Ohio 2

Cincinnati 1Strongsville 1

Coordinated Capital Securities, Inc. in Tennessee 1

Memphis 1

Questions

How many financial advisors does Coordinated Capital Securities, Inc. have?

15 investment adviser representatives are registered with Coordinated Capital Securities, Inc., according to the SEC's Investment Adviser Public Disclosure records, in 3 states and 9 cities. 0 list the CFP designation and 15 are also registered as broker representatives.

Where does Coordinated Capital Securities, Inc. have the most advisors?

Kenosha, WI, with 5 registered advisors, then Brookfield, WI (2). By state, Wisconsin has the most, with 12.

How do I find a Coordinated Capital Securities, Inc. financial advisor near me?

Pick your state below, then your city, to see every Coordinated Capital Securities, Inc. advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Coordinated Capital Securities, Inc. offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →