Experience. Independence. Integrity.
Be You – With Us
Experience. Independence. Integrity.
“We are independent thinkers – giving you the choice and flexibility
to build your business your way.”
to build your business your way.”
Here’s what we’re all about.
Experience
Coordinated Capital Securities is a privately held independent broker-dealer and SEC-registered investment adviser. Established in 1983, we have the experience to empower financial professionals to help their clients succeed financially.
Independence
We give our financial professionals the freedom, flexibility, and choice to build a business that reflects who they are and how they want to best serve their clients.
Integrity
When we provide brokerage and advisory services we must act in your best interest. Read our Relationship Summary to decide if a broker-dealer or advisory relationship is right for you!
Join Us
Your success is our success.
We offer a full range of investment and advisory services to help you provide your clients with quality financial solutions.
Learn how to become part of our CCS family.
Be You - With Us.
Over 30 years ago, we started this company with five reps and a promise: to be big enough to serve you and small enough to know you.
Our tightly-knit culture prioritizes individualized service and long-term relationships. We are independent — giving you the choice and flexibility to build your business your way.
Benefit From Our Clearing Partnership
Our strategic clearing partnership with First Clearing* gives us access to a team of service-driven associates who work to provide you with competitive products, services, technology, and operations support.
* First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.
Your CCS Team
Disclosures
Important Information About Investing With Us
Please take a moment to read each section carefully. Contact us or yourfinancial professional if you have additional questions.
Ways to Work With Us
Investment Advisory Services
Your Rights & Responsibilities
Investor Resources and Alerts
Links to third-party websites are provided for your convenience and informational purposes. CCS is not responsible for the information contained on third-party sites.
Clearing Firm Accounts
- Access On-line Sign Up
- Access On-line Log In
- Designation of Responsibilities
- Standard Clearing Account Fee Schedule
- How Your Accounts are Protected
- Cost Basis Reporting
- Cash Sweep Program
- Margin Disclosure Statement
- Option Risk Disclosure
- Coltrane Securities
Order Routing Practices
CCS uses **First Clearing Corp LLC (First Clearing) as our clearing firm partner. Please click on the link below to view the aggregate routing data of First Clearing. Please don't hesitate to contact us directly if you would like to request routing data pertaining to a specific customer order You can reach us at 800-783-6666
Order Routing
**First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company
Representative Portal
Log In to Access Our Resources
Contact Us
We’re Here For You
For Clients of CCS Professionals
Please contact your financial professional with any account-related inquiries. If they are unavailable, call (800) 783-6666 for assistance from a CCS home office associate.
For Those Interested in Investing With Us
View our disclosures section for information about our products, services, differentiators, and the risks and costs associated with investments.
Address
Coordinated Capital Securities, Inc.
229 S. Main St
Fort Atkinson, WI 53538
Numbers
Phone: (608) 221-4545
Fax: (608) 221-3015
Toll Free: (800) 783-6666
Office Hours
8:30 am – 4:00 pm
Monday through Friday
Send a Message
Please complete the contact form below, and we will respond as quickly as we can!
Fields marked with an * are required