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Coordinated Capital Securities, Inc. Employee Directory

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.

Find Coordinated Capital Securities, Inc. employees' phone numbers or email addresses

Coordinated Capital Securities, Inc. Global Highlights

Location
Employees

North America
16

Minus sign iconPlus sign icon
  • United States Of America
    16

Coordinated Capital Securities, Inc.'s Leadership

  • Stylized image of a person
    D. W.
    Chief Compliance Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. W.
    Vice President And Financial Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. B.
    Business Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. N.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. P.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. C. S.
    Coordinated Capital Compliance Department
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. H.
    Registered Investment Adviser Representative
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. W.
    Position In Operations & Services Representative
    Phone icon
    Mobile Phone

Coordinated Capital Securities, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Legal
  • Business
  • Accounting
  • Administrative
  • Other

Contact profiles from Coordinated Capital Securities, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. W.
    Chief Compliance Officer
    Phone icon
    Mobile Phone
    United StatesIowa
    Apr 16, 2026
  • Stylized image of a person
    M. B.
    Business Owner
    Phone icon
    Mobile Phone
    United StatesWisconsin
    Oct 18, 2025
  • Stylized image of a person
    C. N.
    Owner
    Phone icon
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    L. P.
    Owner
    Phone icon
    Mobile Phone
    United StatesArizona
    Oct 16, 2024
  • Stylized image of a person
    T. W.
    Vice President And Financial Officer
    Phone icon
    Mobile Phone
    UNITED STATES
    Jul 02, 2025
  • Stylized image of a person
    C. C. S.
    Coordinated Capital Compliance Department
    Phone icon
    Mobile Phone
    United StatesWisconsin
    Feb 19, 2026
  • Stylized image of a person
    D. H.
    Registered Investment Adviser Representative
    Phone icon
    Mobile Phone
    United StatesMaryland
    Apr 25, 2025
  • Stylized image of a person
    D. W.
    Position In Operations & Services Representative
    Phone icon
    Mobile Phone
    UNITED STATES
    Jul 09, 2024
  • Stylized image of a person
    N. K.
    Independent Financial Representative
    Phone icon
    Mobile Phone
    Apr 25, 2025
  • Stylized image of a person
    T. D.
    Information Technology Staff
    Phone icon
    Mobile Phone
    Oct 18, 2024

Frequently Asked Questions

What is Coordinated Capital Securities, Inc. known for?

Minus sign iconPlus sign iconCoordinated Capital Securities, Inc. was founded in 1984 operates in the Financial Services industry. The company's main headquarters is located in 229 South Main Street Fort Atkinson, Wisconsin 53538 United States; you can contact the main corporate office by phone at
+1-608-221-****
. Explore Coordinated Capital Securities, Inc.'s company overview page for more information.

What is Coordinated Capital Securities, Inc.'s most common email format?

Minus sign iconPlus sign iconCoordinated Capital Securities, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Coordinated Capital Securities, Inc. email formats with LeadIQ.

How many employees does Coordinated Capital Securities, Inc. have currently?

Minus sign iconPlus sign iconCoordinated Capital Securities, Inc. has approximately 6 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Coordinated Capital Securities, Inc.'s key employees and leadership?

Minus sign iconPlus sign icon

As of May 2026, Coordinated Capital Securities, Inc.'s key employees include:

  • Chief Compliance Officer: D. W.
  • Vice President And Financial Officer: T. W.
  • Business Owner: M. B.
  • Owner: C. N.
  • Owner: L. P.

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