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Financial ADVSR advisor directory · SEC adviser records

Coordinated Capital Securities, Inc. financial advisors in Wisconsin

Every SEC-registered investment adviser representative at a Coordinated Capital Securities, Inc. office in Wisconsin, by city and A to Z.

The short answer

12 registered advisors work at Coordinated Capital Securities, Inc. in Wisconsin, out of 15 nationwide; it's the firm's number 1 state by advisors, and the most are in Kenosha (5). 0 list the CFP designation and 12 are also registered broker representatives.

Coordinated Capital Securities, Inc. advisors by city in Wisconsin

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

Coordinated Capital Securities, Inc. advisors in Wisconsin, A to Z

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Questions

How many Coordinated Capital Securities, Inc. financial advisors are in Wisconsin?

12 investment adviser representatives are registered at Coordinated Capital Securities, Inc. offices in Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 15 at the firm nationwide. 0 list the CFP designation and 12 are also registered as broker representatives.

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

Kenosha, with 5, then Brookfield (2). Coordinated Capital Securities, Inc. has advisors in 6 cities in Wisconsin.

How do I check a Coordinated Capital Securities, Inc. advisor in Wisconsin?

Each advisor below 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. Advisors are listed at the city of the Coordinated Capital Securities, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.