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Coordinated Capital Securities, Inc.

Coordinated Capital Securities, Inc.. CRD 14762

Coordinated Capital Securities, Inc. logo

CRD: 14762

Coordinated Capital Securities, Inc.

Fort Atkinson, WI, 53538
6082214545
kmmcpas.com/client-services/wealth-management
$159.9M Total AUM
$78.2M Disc. AUM
-7.9% 3Y CAGR
38 Employees
248 ADV. Clients
40 yrs Firm Age

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Firm Details

Custodian
First Clearing · LPL Financial · Wells Fargo
Clients
Retail
Platforms
--
Established Date
10-02-1985
Office Locations
18

Office Locations

10850 Pearl Road #D1 Strongsville OH
1250 Femrite Dr. Suite 102 Monona WI
13625 Bishops DR STE 100 Brookfield WI

About Coordinated Capital Securities, Inc.

Coordinated Capital Securities, Inc. is a Fort Atkinson-based RIA with 18 offices. The firm has been operating for 40 years. Managing $159.9M in total assets under management, with 20 advisory representatives. They custody assets with First Clearing and LPL Financial. Services offered include Asset Management, Estate Planning, Financial Planning.

Team overview

51 AVG AGE
$8.0M AVG AUM / ADVISOR
$644.9K AVG AUM / CLIENT
19.3 yrs AVG TENURE
38 Employees
20 Advisory Reps
20 RIA Reps
40yrs Firm Age

Insights

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Asset Classes

Ridge oak Legacy alpha Alpha capital

Investment Themes

Vertex unison Summit Matrix vector

Investment Vehicles

Radial

Services

Insight Zenith focus Bridge Summit vertex Capital

Owner & Executives

M

MARI JO BUECHNER

Chief Executive Officer, President

CRD
#1867710
Ownership
Less than 5%
(756) 523-4412
summit.eagle@signalcapital.com
in linkedin.com/in/quantum-zenith
S

SARA DANIELLE WILLIAMS

Chief Compliance Officer

CRD
#5460513
Ownership
Less than 5%
(646) 525-8016
eagle.north@quantumcapital.com
in linkedin.com/in/pathway-bridge
V

Vital prime

Ember timber

CRD
#61202
Ownership
2.2%
(699) 208-9829
vertex.glacier@oakcapital.com
in linkedin.com/in/alpha-alpha

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Contacts

C

CORRINE ANN BULTMAN

President

CRD
#4696038
(943) 248-5301
pathway.horizon@bridgecapital.com
in linkedin.com/in/frontier-optima
R

RALPH DENNIS BULTMAN

Vice President

CRD
#1935702
(684) 208-4851
signal.focus@peakcapital.com
in linkedin.com/in/value-pioneer
W

Wave beacon

Vital beacon

CRD
#75713
(500) 853-5789
capital.atlas@meridiancapital.com
in linkedin.com/in/beacon-crest

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
07-22-2022
10-11-2023
06-28-2024
06-26-2025
01-30-2026
Category Assets AVG. Account size
Discretionary $78,216,225 $668,515
Non-Discretionary $81,715,913 $623,786
Total $159,932,138 $644,888

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Separately Managed Accounts

Total SMA Asset: $159,932,138

$159.9M Total SMA
Equity - Exchange:
14.9%
Public Funds:
35.5%
Cash:
27.4%
U.S. Government/Agency:
22.2%
Asset class Assets Assets %
Equity - Exchange $448,546,455 14.9%
Public Funds $1,068,684,507 35.5%
Cash $824,843,817 27.4%
U.S. Government/Agency $668,304,114 22.2%
Total $3,010,378,893 100.0%

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