Coordinated Capital Securities, Inc.

Dennis Drexler is a financial advisor with Coordinated Capital Securities, Inc. in Memphis, TN, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. He has worked at Coordinated Capital Securities since 2016 and has also been associated with Wunderlich Securities, Inc. since 2002. Coordinated Capital Securities provides investment management, financial planning, retirement-plan consulting, and limited-scope advisory services to individuals, plan sponsors, and other entities. The firm offers both wrap-fee and traditional asset-based advisory programs, third-party manager referrals, and retirement-account rollover guidance through a network of independent Financial Professionals.

Corrine Bultman is a financial advisor with Coordinated Capital Securities, Inc. in Brookfield, WI, holding a Series 66 designation and 22 years of industry experience. She has been with Coordinated Capital Securities since 2007. Outside of her advisory role, she works as an independent insurance agent specializing in group life, long-term disability, short-term disability, long-term care, health, vision, and dental insurance. Coordinated Capital Securities provides investment management, financial planning, retirement-plan consulting, and limited-scope advisory services to individuals, plan sponsors, and other entities. The firm offers a range of advisory programs and employs both discretionary and non-discretionary account management with a focus on equities, fixed income, mutual funds, and ETFs.

Randal Sadler is a financial advisor with Coordinated Capital Securities, Inc. in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with Coordinated Capital Securities since 1990 and has a longer career dating back to 1973. Outside of his advisory role, he owns and operates several businesses, including a tax and accounting service, software development firms, and landscaping companies, and he serves as a member of the Earlham Foundation board involved in managing college endowment funds. Coordinated Capital Securities provides investment management, financial planning, and retirement-plan consulting services to individuals, plan sponsors, and other entities, offering both wrap-fee and traditional advisory programs. The firm delivers services through independent Financial Professionals who manage accounts on discretionary or non-discretionary bases, utilizing a range of investment strategies including equities, fixed income, mutual funds, and ETFs.

Martin Dressman is a Series 66-licensed financial advisor with Coordinated Capital Securities, Inc. in Cincinnati, Ohio, where he has worked since 2014. He has 25 years of industry experience. Outside of his advisory role, he owns and operates Martin Dressman CPA, LLC, providing tax preparation and planning services. Coordinated Capital Securities offers investment management, financial planning, and retirement-plan consulting to individuals, plan sponsors, and other entities. The firm delivers advisory services through independent Financial Professionals using a range of investment strategies and maintains a dual registration as a broker-dealer and SEC-registered investment adviser.

Dale Meyer is a financial advisor with Coordinated Capital Securities, Inc. in Monona, WI, holding Series 63 and Series 66 licenses and over 42 years of industry experience. He has been with Coordinated Capital Securities since 1991 and also operates Meyer Financial Services. In addition to his advisory work, he is an independent insurance agent specializing in life and long-term care insurance and fixed annuities. Coordinated Capital Securities provides investment management, financial planning, and retirement-plan consulting services to individuals, plan sponsors, and other entities. The firm offers a range of advisory programs and third-party manager referrals, with investment strategies including equities, fixed income, mutual funds, and ETFs.

Edward Burnett is a financial advisor with Coordinated Capital Securities, Inc. in Kenosha, WI, holding Series 63 and Series 66 licenses and having 16 years of industry experience. He has been with Coordinated Capital Securities since 2009. Outside of his advisory role, Burnett is involved with The Schaeffer Group LLC, where he sells and services fixed insurance products, including equity-indexed annuities. Coordinated Capital Securities provides investment management, financial planning, retirement-plan consulting, and limited-scope advisory services to individuals, plan sponsors, and other entities. The firm offers a range of advisory programs and third-party manager referrals, with investment strategies that include equities, fixed income, mutual funds, and ETFs.

David Christensen is a financial advisor with Coordinated Capital Securities, Inc. in La Crosse, WI, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has been with Coordinated Capital Securities since 2011. Outside of his advisory role, he owns a tax services and accounting business where he prepares tax returns, and he is an independent insurance agent selling fixed annuities, life, and long-term care insurance. Coordinated Capital Securities provides investment management, financial planning, retirement-plan consulting, and limited-scope advisory services to individuals, including high-net-worth clients, plan sponsors, and other entities. The firm offers various advisory programs and third-party manager referrals, with investment strategies that include equities, fixed income, mutual funds, and ETFs.

Sara Williams is a financial advisor with Coordinated Capital Securities, Inc., holding Series 63 and Series 66 licenses and 17 years of industry experience. She has worked at Coordinated Capital Securities in two separate periods, totaling over 17 years, with a brief tenure at Mass Mutual Investors Services and MassMutual Wisconsin. Coordinated Capital Securities provides investment management, financial planning, retirement-plan consulting, and limited-scope advisory services to individuals, plan sponsors, and other entities. The firm offers a range of advisory programs and utilizes a network of independent Financial Professionals to manage client accounts with various investment strategies.

Kevin Kearney is a financial advisor with Coordinated Capital Securities, Inc., holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Coordinated Capital Securities since 1999 and also operates Kearney Tax & Financial Services, where he works as an accountant and independent insurance agent specializing in fixed insurance and annuities. Coordinated Capital Securities provides investment management, financial planning, and retirement-plan consulting to individuals, plan sponsors, and other entities, offering both wrap-fee and traditional asset-based advisory programs delivered by independent Financial Professionals.

Gregory Schaeffer is a financial advisor at Coordinated Capital Securities, Inc. with 42 years of industry experience. He holds the ChFC® and Series 63 designations and has worked with firms including Equity Services, Inc., National Life of Vermont, and Norma Merz & Associates. Outside of advisory work, he serves as an independent insurance agent and is an annual co-speaker at a local school district event. Coordinated Capital Securities provides investment management, financial planning, and retirement-plan consulting services to individuals, plan sponsors, and other entities. The firm offers both wrap-fee and traditional advisory programs, with investment strategies that include equities, fixed income, mutual funds, and ETFs.

Drew Williams is a financial advisor at Coordinated Capital Securities, Inc. in Fort Atkinson, WI, holding Series 63 and Series 65 credentials with 10 years of industry experience. He has been with Coordinated Capital Securities since 2015. Coordinated Capital Securities provides investment management, financial planning, retirement-plan consulting, and limited-scope advisory services to individuals, plan sponsors, and other entities. The firm offers both wrap-fee and traditional asset-based advisory programs and employs a range of investment strategies including equities, fixed income, mutual funds, and ETFs.

Charles Stephan Jr. is a financial advisor with Coordinated Capital Securities, Inc. in Estero, FL, holding the ChFC® designation and Series 63 and 66 licenses. He has 37 years of industry experience, including 35 years with Coordinated Capital Securities. Outside of his advisory role, he is an independent insurance agent selling and servicing life insurance and fixed annuities, and he owns Stephan Financial Services, an S-corporation involved in securities and life insurance. Coordinated Capital Securities provides investment management, financial planning, retirement-plan consulting, and limited-scope advisory services to individuals, plan sponsors, and other entities. The firm offers a range of advisory programs and emphasizes both discretionary and non-discretionary account management with a focus on equities, fixed income, mutual funds, and ETFs.

Mark Salerno is a financial advisor with Coordinated Capital Securities, Inc. in Kenosha, WI, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He previously worked at Lupo Futures LLC and WSP Commodity Trading. Outside of advising, Salerno is an independent insurance agent with The Schaeffer Group, LLC, focusing on life, fixed, and equity-indexed annuities. Coordinated Capital Securities provides investment management, financial planning, and retirement-plan consulting services to individuals, plan sponsors, and other entities. The firm offers a range of advisory programs delivered by independent Financial Professionals and employs strategies including equities, fixed income, mutual funds, and ETFs.

Ralph Bultman is a financial advisor with Coordinated Capital Securities, Inc. in Brookfield, WI, holding a Series 63 designation and bringing 36 years of industry experience. He has been with Coordinated Capital Securities since 2007. Outside of his advisory role, he works as an independent insurance agent and life settlement facilitator through Bultman Financial Services. Coordinated Capital Securities provides investment management, financial planning, retirement-plan consulting, and limited-scope advisory services to individuals, plan sponsors, and other entities. The firm offers a range of advisory programs and third-party manager referrals, delivering services through independent Financial Professionals with both discretionary and non-discretionary account management.

Bradly Potter is a financial advisor at Coordinated Capital Securities, Inc. in Kenosha, WI, holding a Series 66 designation with nine years of industry experience. Prior to joining Coordinated Capital Securities in 2019, he worked at Hoppe & Orendorff SC for 25 years. Outside of his advisory role, Potter is the owner of Future State Financial Services LLC, which provides accounting and tax preparation services, and serves as treasurer for Piasecki Funeral Home, Inc. Coordinated Capital Securities offers investment management, financial planning, retirement-plan consulting, and limited-scope advisory services to individuals, plan sponsors, and other entities. The firm employs independent Financial Professionals who manage accounts on discretionary or non-discretionary bases and provides a range of investment strategies including equities, fixed income, mutual funds, and ETFs.