Kenosha, WI Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Coordinated Capital Securities, Inc.
Team
Firm-wide stats for Coordinated Capital Securities, Inc.
About
Coordinated Capital Securities (CCS) provides investment management, financial planning, and retirement plan consulting to individuals, trusts, plan sponsors and business entities. The firm offers both CCS‑sponsored discretionary and non‑discretionary management programs, access to Wells Fargo Advisors‑sponsored wrap programs and referrals to third‑party managers, and is supported by a team of 16 Financial Professionals managing roughly $137 million for about 186 clients.
CCS delivers individualized advice and allows client‑imposed restrictions while offering both wrap and traditional programs; its investment strategies can include long‑ and short‑term equity holdings, tactical and strategic asset allocation, covered option writing and the use of margin. Custody and trade clearing are generally handled through First Clearing/Wells Fargo Advisors, and clients’ advisory arrangements may be structured as discretionary or non‑discretionary depending on the signed agreement.
Several organizational features distinguish CCS from many peers: it is dually registered as a broker‑dealer and investment adviser and acts as an introducing broker for First Clearing, which creates the potential for both commission and fee relationships; it is affiliated with an insurance general agency and some Financial Professionals are licensed insurance agents; and the firm disclosed an SEC order (2020) relating to mutual fund share‑class selection and has implemented remedial steps such as crediting certain 12b‑1 fees and pursuing share‑class conversions. CCS is also deemed to have custody under applicable rules because it may deduct advisory fees from client accounts and is subject to related custody oversight procedures.
Based on Coordinated Capital Securities, Inc.
Location
2315 30th Avenue
Kenosha WI 53144
Advisors at this office
5
Advisors at this office
Edward B
Series 63, Series 66
Kenosha, WI
Coordinated Capital Securities, Inc.
Edward Burnett is a financial advisor at Coordinated Capital Securities, Inc. in Kenosha, WI, with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Coordinated Capital Securities since 2009. Outside of his advisory role, Burnett is involved with The Schaeffer Group LLC as an independent insurance agent, selling and servicing fixed insurance products and equity-indexed annuities. Coordinated Capital Securities serves individuals, trusts, plan sponsors, and business entities by providing investment management, financial planning, and retirement plan consulting. The firm offers discretionary and non-discretionary management programs, including access to wrap programs and third-party managers, supported by a team of 16 financial professionals managing approximately $137 million for about 186 clients.
Gregory S
ChFC®, Series 63
Kenosha, WI
Coordinated Capital Securities, Inc.
Gregory Schaeffer is a financial advisor with Coordinated Capital Securities, Inc. He holds the ChFC® designation and has 43 years of experience in the industry. His work history includes long-term roles at Coordinated Capital Securities, Norma Merz & Associates, and several other firms since 1979. Outside of advising, Schaeffer serves as an independent insurance agent with The Schaeffer Financial Group and is an annual speaker for the Kenosha School District. Coordinated Capital Securities provides investment management, financial planning, and retirement plan consulting to individuals, trusts, plan sponsors, and business entities. The firm offers discretionary and non-discretionary management programs and employs a range of investment strategies including equity holdings and tactical asset allocation, supported by a team of 16 financial professionals.
Mark S
Series 63, Series 66
Kenosha, WI
Coordinated Capital Securities, Inc.
Mark Salerno is a financial advisor at Coordinated Capital Securities, Inc. with 12 years of industry experience. He has held positions at Coordinated Capital Securities since 2018 and previously worked at Lupo Futures LLC from 2016 to 2018. Salerno is also an independent insurance agent with The Schaeffer Group, where he sells life, fixed, and equity-indexed annuities. Coordinated Capital Securities provides investment management, financial planning, and retirement plan consulting to individuals, trusts, plan sponsors, and business entities. The firm offers discretionary and non-discretionary management programs, access to wrap programs, and third-party manager referrals, supported by a team of 16 professionals managing roughly $137 million for approximately 186 clients.
Bradly P
Series 66
Kenosha, WI
Coordinated Capital Securities, Inc.
Bradly Potter is a financial advisor with Coordinated Capital Securities, Inc. He holds a Series 66 credential and has nine years of industry experience. Prior to joining Coordinated Capital Securities in 2019, he was with 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 provides investment management, financial planning, and retirement plan consulting to individuals, trusts, plan sponsors, and business entities. The firm offers discretionary and non-discretionary management programs and employs a team of 16 financial professionals managing approximately $137 million in client assets.
William W
Series 63, Series 66
Kenosha, WI
Coordinated Capital Securities, Inc.
William Waddle 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 has worked at Guy D Electric for 17 years. Outside of advisory services, he is an independent insurance agent with The Schaeffer Financial Group, LLC, focusing on life, annuities, health insurance, and equity indexed annuities. Coordinated Capital Securities provides investment management, financial planning, and retirement plan consulting to individuals, trusts, plan sponsors, and business entities. The firm offers both discretionary and non-discretionary programs, incorporating a range of investment strategies and allowing client-imposed restrictions, supported by a team of 16 financial professionals managing approximately $137 million for about 186 clients.
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