229 S. Main St Fort Atkinson, WI 53538 | 608.221.4545 | 800.783.6666 | Member FINRA/SIPC

“We are independent thinkers – giving you the choice and flexibility
to build your business your way.”

Here’s what we’re all about.


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.


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.


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.

Get in Touch

Your CCS Team

Mari Buechner

President & CEO


Tracy Williams

Vice President


Danielle Williams

Chief Compliance Officer


Drew Williams

Operations Principal


Jenifer Peters

Trading & Operations



Important Information About Investing With Us

Please take a moment to read each section carefully. Contact us or your
financial professional if you have additional questions.

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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.


Coordinated Capital Securities, Inc.

229 S. Main St

Fort Atkinson, WI 53538


Phone: (608) 221-4545

Fax: (608) 221-3015

Toll Free: (800) 783-6666

Office Hours

8:30 am – 4:00 pm

Monday through Friday

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