Coordinated Capital Securities

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Coordinated Capital Securities — overview

Assets Under Management

Type

Wealth Manager

Location

Fort Atkinson, WI, US

Alternative Asset Classes

-

About

Coordinated Capital Securities is a US-based wealth manager and registered investment advisor. It provides investment advisory services including portfolio management, financial planning, asset management, and retirement plan consulting. The wealth manager advises individuals, trusts, estates, charitable organizations, plan sponsors, pension and profit-sharing plans, corporations, and other business entities.

Coordinated Capital Securities - known decision makers (4)

Contact NamePositionLocationEmailTelephoneAsset Class
President & Chief Executive OfficerFort Atkinson, USGEN
Vice PresidentFort Atkinson, USGEN
Chief Compliance OfficerFort Atkinson, USGEN
Registered RepresentativeFort Atkinson, USGEN

Showing 4 of 4 known decision makers Coordinated Capital Securities

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