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Financial ADVSR advisor directory · SEC adviser records

Coordinated Capital Securities, Inc. financial advisors in Kenosha, WI

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

The short answer

5 registered advisors work at Coordinated Capital Securities, Inc. in Kenosha, out of 15 at the firm nationwide; it ranks number 2 in the city by advisors. 0 list the CFP designation and 5 are also registered broker representatives.

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

Every Coordinated Capital Securities, Inc. advisor →

Coordinated Capital Securities, Inc. advisors in every city and state →Coordinated Capital Securities, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Coordinated Capital Securities, Inc. advisors in other cities

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

Other firms in Kenosha

All Kenosha advisors →

Edward Jones 6LPL Financial LLC 5Thrivent Investment Management Inc. 4Ameriprise Financial Services, LLC 3J.P. Morgan Securities LLC 3Jordan Financial Life Planning 3State Farm Investment Management Corp. 3

Questions

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

5 investment adviser representatives are registered at Coordinated Capital Securities, Inc. offices in Kenosha, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 15 nationwide. 0 list the CFP designation and 5 are also registered as broker representatives.

Is Coordinated Capital Securities, Inc. one of the largest advisor employers in Kenosha?

Coordinated Capital Securities, Inc. ranks number 2 in Kenosha by registered advisors; Edward Jones has the most, with 6.

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

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. Weighing a move? Compare payouts by firm or value a recruiting offer.