Experience. Independence. Integrity.
Be You – With Us
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!
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.
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.
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.
President & CEOmari@ccsmadison.com
Chief Compliance Officerdanielle@ccsmadison.com
Trading & Operationsjenifer@ccsmadison.com
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.
View our disclosures section for information about our products, services, differentiators, and the risks and costs associated with investments.
Coordinated Capital Securities, Inc.
704 River Place
Madison, WI 53716
Phone: (608) 221-4545
Fax: (608) 221-3015
Toll Free: (800) 783-6666
8:30 am – 4:00 pm
Monday through Friday
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