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Executive Officers

                                 
                                                  Mari Buechner            Larry Peters             Donna Peters

Mari Buechner, President & CEO
Mari began her career with CCS over 20 years ago and is a skilled financial services industry executive. Mari is a past FINRA District 8 Committee member, past member of FINRA Licensing & registration Committee, a member of the FINRA Independent Dealer & Insurance Affiliated Broker Dealer Committee, and volunteers her time to work on various NASD consultative committees in support of small independent contractor member firms. She is also a member of the Board of Directors for Financial Services Institute (FSI) a trade organization for independent contractor firms and reps. Mari graduated from the University of Wisconsin-Madison in 1987 earning a Bachelor of Science Degree in Finance and Marketing. Mari and her husband Doug live with their two children Garrett and Gabriele in Madison, WI.  

 Larry Peters, Director & Executive Vice President   
Larry is the founder of Coordinated Capital Securities, Inc. and has been actively engaged in the financial planning, investment and advisory, securities and insurance business since 1969. Larry graduated from the University of Wisconsin-Madison in 1967 earning a Bachelor of Science Degree in Economics.

Donna Peters, Director & Executive Vice President    
Donna is the co-founder and Executive Vice President of Coordinated Capital Securities, Inc., and has been actively engaged in the securities business since 1983. Donna's background includes back office management, clearing firm relationships and recruiting. Donna is registered as a General Securities Representative and a General Securities Principal.
 


                                             Home Office Staff

                          
                                          Tracy Williams             Robin Urso         Amanda Kluever       Gayle Perkins  
 
Tracy Williams   Accounting & Administrative Officer
- Licensing & Transition Coordinator
-Investment Advisory Services
- Rep Commission Statements and Investment Advisory Billings
- Errors and Omissions Insurance
- Company Financials & FOCUS Reports
- Branch Office Audits

Robin Urso    Operations Manager
- Transition Support - Brokerage Accounts at First Clearing
- First Clearing Liaison & Smart Station Set Up and Training
- New Business Processing- Brokerage
- ACAT Processing
- Brokerage Account Orders and Quotes
- CCS Select ONE account processing

Danielle Williams (not pictured)  Trading & Operations
- New Business Processing- Brokerage
- ACAT Processing
- Brokerage Account Orders and Quotes
- CCS Select ONE account processing

Amanda Kluever     Rep Services & Compliance
- Licensing & Transition
- Rep Communications and Meetings
- @CCSREPS email set up
- Continuing Education
- New Business Processing
- Compliance Policies & Procedures
- Advertising, Sales Literature & Public Appearances
- Branch Office Audits

Gayle Perkins    Administrative Assistant
- Mail Distribution
- New Account Form Processing
- Record Keeping

Jenifer Peters (Not Pictured) Operations Assistant
- Brokerage Account Orders and Quotes
- Commission Processing

 
Tom Ross     Insurance Consultant to Coordinated Capital Consultants
- Insurance Product Analysis
- Sales & Marketing Strategies
 



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©2002 Coordinated Capital Securities, Inc. – Member FINRA / SIPC
704 River Place, Madison, WI 53716 (608)221-4545