Coordinated Capital Securities, Inc.

Firm record

As recorded in SEC IAPD

Firm CRD

14762

SEC number

801-111070

Firm type

RIA

Assets under management

$136.8M as of Jun 25, 2026

Website

www.mdressmancpa.com ↗

Phone

608-221-4545

Address

229 S Main Street, Fort Atkinson, WI, 53538

Advisors at this firm

30 in our index · page 1 of 1

• Mari Jo BuechnerCRD 1867710 · Fort Atkinson, WI
  Broker
• Corrine Ann BultmanCRD 4696038 · Brookfield, WI
  IA RegisteredBroker
• Ralph Dennis BultmanCRD 1935702 · Brookfield, WI
  IA RegisteredBroker
• Edward Michael BurnettCRD 5673053 · Kenosha, WI
  IA RegisteredBroker
• David Lee ChristensenCRD 4570838 · La Crosse, WI
  IA RegisteredBroker
• Martin Boone DressmanCRD 4247403 · Cincinnati, OH
  IA RegisteredBroker
• Dennis Steven DrexlerCRD 2572876 · Memphis, TN
  IA RegisteredBroker
• Steven John FleisCRD 1362217 · Onalaska, WI
  Broker
• Kevin Eugene KearneyCRD 1211708 · Waunakee, WI
  IA RegisteredBroker
• Michael Mark KoscinskiCRD 2395523 · New Berlin, WI
  BrokerRegistration inactive
• Gary Fred LueckeCRD 1362167 · Onalaska, WI
  Broker
• Dale Raymond MeyerCRD 1237623 · Monona, WI
  IA RegisteredBroker
• Laura Jane PendletonmillerCRD 702454 · Tucson, AZ
  BrokerRegistration inactive
  Disclosure event(s) on record
• Bradly Edward PotterCRD 5081627 · Kenosha, WI
  IA RegisteredBroker
• Kelly Lorel RandaCRD 4413162 · Oconomowoc, WI
  Broker
• Thomas Wayne ReederCRD 1888528 · Canfield, OH
  Broker
• Randal Roe SadlerCRD 1630255 · Cincinnati, OH
  IA RegisteredBroker
• Mark Robert SalernoCRD 1426851 · Kenosha, WI
  IA RegisteredBroker
  Disclosure event(s) on record
• Gregory Bruce SchaefferCRD 1018654 · Kenosha, WI
  IA RegisteredBroker
• Kristi Lynne Schaeffer KleutschCRD 4081290 · Kenosha, WI
  Broker
• Janis Ruth SchultzCRD 2318331 · Mequon, WI
  Broker
• Michael Joseph ShortCRD 1554759 · Memphis, TN
  BrokerRegistration inactive
  Disclosure event(s) on record
• Charles Ray StephanCRD 1540581 · Strongsville, OH
  IA RegisteredBroker
• Teresa Christina Tellez-BakerCRD 6503435 · Tucson, AZ
  Broker
• Vijai Kumar VermaCRD 1422587 · Rockford, IL
  BrokerRegistration inactive
• William Phillip WaddleCRD 6398131 · Kenosha, WI
  IA RegisteredBroker
• Drew Jacob WilliamsCRD 6483192 · Beloit, WI
  IA RegisteredBroker
• Sara Danielle WilliamsCRD 5460513 · Fort Atkinson, WI
  IA RegisteredBroker
• Tracy Naioma WilliamsCRD 4533496 · Fort Atkinson, WI
  Broker
• Robert Mark ZielinskiCRD 1333358 · Brunswick, OH
  BrokerRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.