Coordinated Capital Securities, Inc. Email Format

Financial ServicesUnited States2-10 Employees

Coordinated Capital Securities, Inc. is an independent broker dealer and federally registered investment advisor specializing in supporting our Financial Professionals and the clients they serve. As a privately-held company we understand the value of individualized service. By design we are a small firm intent on establishing long-term relationships. We provide the business-building tools to help develop and grow your practice with flexibility and independence.

Our Mission:
Provide the tools, support and personalized service that our FP's need to make their business a success through strong leadership, industry expertise, competitive products and services and a long-term commitment to our FP's, our model and this industry. 

Our Background:
Founded in 1984, CCS is a small boutique broker dealer and investment advisor in Fort Atkinson, WI. We offer mutual funds, variable insurance products, alternative investments and fully disclosed brokerage transactions through our clearing firm. We also offer a full complement of investment advisory products and services.

Our Financial Professionals:
CCS started with just a handful of reps. Although we have grown since our inception, our goal is not to create a large firm. At CCS, we've created a small firm culture that puts individualized service first and focuses on building long-term relationships.

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