Coordinated Capital Securities, Inc. Email Format

Financial ServicesWisconsin, United States2-10 Employees

Coordinated Capital Securities, Inc. operates as an independent broker-dealer and federally registered investment advisor that supports financial professionals and the clients they serve. Privately held and small in scale, CCS emphasizes individualized service and aims to foster long-term relationships. The firm offers a range of financial products and services, including mutual funds, variable insurance products, and alternative investments, along with fully disclosed brokerage transactions through its clearing firm, as well as a comprehensive set of investment advisory offerings. 

Headquartered in Fort Atkinson, Wisconsin, CCS was founded in 1984 and positions itself as a boutique participant in the financial services industry. Its model centers on providing tools, support, and personalized service to financial professionals to help them grow their practices with flexibility and independence. The company maintains a small-firm culture that prioritizes individualized service and enduring relationships over rapid expansion.

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