COORDINATED CAPITAL SECURITIES, INC.
CRD #14762 SEC #801-111070 FORT ATKINSON, WI 608-221-4545
SEC Registered Broker-Dealer Disclosures
Total AUM
$159.9M
Discretionary
$78.2M
Employees
38
Clients
0
Accounts
248
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Corporation
- State of Formation
- Wisconsin
- Fiscal Year End
- MARCH
- Registration Date
- --
- Latest Filing
- Jun 26, 2025
- Branch Offices
- 11
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BUECHNER, MARI JO | I | CHIEF EXECUTIVE OFFICER, PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| BUECHNER, MARI JO | I | CHIEF EXECUTIVE OFFICER, PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| BUECHNER, MARI JO | I | CHIEF EXECUTIVE OFFICER, PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| BUECHNER, MARI JO | I | CHIEF EXECUTIVE OFFICER, PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| BUECHNER, MARI JO | I | CHIEF EXECUTIVE OFFICER, PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| BUECHNER, MARI JO | I | CHIEF EXECUTIVE OFFICER, PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| BUECHNER, MARI JO | I | CHIEF EXECUTIVE OFFICER, PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| BUECHNER, MARI JO | I | CHIEF EXECUTIVE OFFICER, PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| BUECHNER, MARI JO | I | CHIEF EXECUTIVE OFFICER, PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| BUECHNER, MARI JO | I | CHIEF EXECUTIVE OFFICER, PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| BUECHNER, MARI JO | I | CHIEF EXECUTIVE OFFICER, PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| BUECHNER, MARI JO | I | CHIEF EXECUTIVE OFFICER, PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| BUECHNER, MARI JO | I | CHIEF EXECUTIVE OFFICER, PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| BUECHNER, MARI JO | I | CHIEF EXECUTIVE OFFICER, PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| BUECHNER, MARI JO | I | CHIEF EXECUTIVE OFFICER, PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| BUECHNER, MARI JO | I | CHIEF EXECUTIVE OFFICER, PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| BUECHNER, MARI JO | I | CHIEF EXECUTIVE OFFICER, PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| BUECHNER, MARI JO | I | CHIEF EXECUTIVE OFFICER, PRESIDENT & CHIEF COMPLIANCE OFFICER | NA | Control |
| BUECHNER, MARI JO | I | CHIEF EXECUTIVE OFFICER, PRESIDENT | NA | Control |
| BUECHNER, MARI JO | I | CHIEF EXECUTIVE OFFICER, PRESIDENT | NA | Control |
| BUECHNER, MARI JO | I | CHIEF EXECUTIVE OFFICER, PRESIDENT | NA | Control |
| BUECHNER, MARI JO | I | CHIEF EXECUTIVE OFFICER, PRESIDENT | NA | Control |
| BUECHNER, MARI JO | I | CHIEF EXECUTIVE OFFICER, PRESIDENT | NA | Control |
| BUECHNER, MARI JO | I | CHIEF EXECUTIVE OFFICER, PRESIDENT | NA | Control |
| BUECHNER, MARI JO | I | CHIEF EXECUTIVE OFFICER, PRESIDENT | NA | Control |
| BUECHNER, MARI JO | I | CHIEF EXECUTIVE OFFICER, PRESIDENT | NA | Control |
| BUECHNER, MARI JO | I | CHIEF EXECUTIVE OFFICER, PRESIDENT | NA | Control |
| BUECHNER, MARI JO | I | CHIEF EXECUTIVE OFFICER, PRESIDENT | NA | Control |
| BUECHNER, MARI JO | I | CHIEF EXECUTIVE OFFICER, PRESIDENT | NA | Control |
| BUECHNER, MARI JO | I | CHIEF EXECUTIVE OFFICER, PRESIDENT | NA | Control |
| BUECHNER, MARI JO | I | CHIEF EXECUTIVE OFFICER, PRESIDENT | NA | Control |
| BUECHNER, MARI JO | I | CHIEF EXECUTIVE OFFICER, PRESIDENT | NA | Control |
| BUECHNER, MARI JO | I | CHIEF EXECUTIVE OFFICER, PRESIDENT | NA | Control |
| BUECHNER, MARI JO | I | CHIEF EXECUTIVE OFFICER, PRESIDENT | NA | Control |
| BUECHNER, MARI JO | I | CHIEF EXECUTIVE OFFICER, PRESIDENT | NA | Control |
| PETERS, DONNA JEAN | I | DIRECTOR, EXECUTIVE VICE PRESIDENT | NA | Control |
| PETERS, DONNA JEAN | I | DIRECTOR, EXECUTIVE VICE PRESIDENT | NA | Control |
| PETERS, DONNA JEAN | I | DIRECTOR, EXECUTIVE VICE PRESIDENT | NA | Control |
| PETERS, DONNA JEAN | I | DIRECTOR, EXECUTIVE VICE PRESIDENT | NA | Control |
| PETERS, DONNA JEAN | I | DIRECTOR, EXECUTIVE VICE PRESIDENT | NA | Control |
| PETERS, DONNA JEAN | I | DIRECTOR, EXECUTIVE VICE PRESIDENT | NA | Control |
| PETERS, DONNA JEAN | I | DIRECTOR, EXECUTIVE VICE PRESIDENT | NA | Control |
| PETERS, DONNA JEAN | I | DIRECTOR, EXECUTIVE VICE PRESIDENT | NA | Control |
| PETERS, DONNA JEAN | I | DIRECTOR, EXECUTIVE VICE PRESIDENT | NA | Control |
| PETERS, DONNA JEAN | I | DIRECTOR, EXECUTIVE VICE PRESIDENT | NA | Control |
| PETERS, DONNA JEAN | I | DIRECTOR, EXECUTIVE VICE PRESIDENT | NA | Control |
| PETERS, DONNA JEAN | I | DIRECTOR, EXECUTIVE VICE PRESIDENT | NA | Control |
| PETERS, DONNA JEAN | I | DIRECTOR, EXECUTIVE VICE PRESIDENT | NA | Control |
| PETERS, DONNA JEAN | I | DIRECTOR, EXECUTIVE VICE PRESIDENT | NA | Control |
| PETERS, DONNA JEAN | I | DIRECTOR, EXECUTIVE VICE PRESIDENT | NA | Control |
| PETERS, DONNA JEAN | I | DIRECTOR, EXECUTIVE VICE PRESIDENT | NA | Control |
| PETERS, DONNA JEAN | I | DIRECTOR, EXECUTIVE VICE PRESIDENT | NA | Control |
| PETERS, DONNA JEAN | I | DIRECTOR, EXECUTIVE VICE PRESIDENT | NA | Control |
| PETERS, DONNA JEAN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| PETERS, DONNA JEAN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| PETERS, DONNA JEAN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| PETERS, DONNA JEAN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| PETERS, DONNA JEAN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| PETERS, DONNA JEAN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| PETERS, DONNA JEAN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| PETERS, DONNA JEAN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| PETERS, DONNA JEAN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| PETERS, DONNA JEAN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| WILLIAMS, SARA DANIELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, SARA DANIELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, SARA DANIELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, SARA DANIELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, SARA DANIELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, SARA DANIELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, SARA DANIELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, SARA DANIELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, SARA DANIELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, SARA DANIELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, SARA DANIELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, SARA DANIELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, SARA DANIELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, SARA DANIELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, SARA DANIELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, SARA DANIELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, SARA DANIELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, TRACY NAIOMA | I | VICE PRESIDENT | NA | Control |
| WILLIAMS, TRACY NAIOMA | I | VICE PRESIDENT | NA | Control |
| WILLIAMS, TRACY NAIOMA | I | VICE PRESIDENT | NA | Control |
| WILLIAMS, TRACY NAIOMA | I | VICE PRESIDENT | NA | Control |
| WILLIAMS, TRACY NAIOMA | I | VICE PRESIDENT | NA | Control |
| WILLIAMS, TRACY NAIOMA | I | VICE PRESIDENT | NA | Control |
| WILLIAMS, TRACY NAIOMA | I | VICE PRESIDENT | NA | Control |
| WILLIAMS, TRACY NAIOMA | I | VICE PRESIDENT | NA | Control |
| WILLIAMS, TRACY NAIOMA | I | VICE PRESIDENT | NA | Control |
| WILLIAMS, TRACY NAIOMA | I | VICE PRESIDENT | NA | Control |
| WILLIAMS, TRACY NAIOMA | I | VICE PRESIDENT | NA | Control |
| WILLIAMS, TRACY NAIOMA | I | VICE PRESIDENT | NA | Control |
| WILLIAMS, TRACY NAIOMA | I | VICE PRESIDENT | NA | Control |
| WILLIAMS, TRACY NAIOMA | I | VICE PRESIDENT | NA | Control |
| WILLIAMS, TRACY NAIOMA | I | VICE PRESIDENT | NA | Control |
| WILLIAMS, TRACY NAIOMA | I | VICE PRESIDENT | NA | Control |
| WILLIAMS, TRACY NAIOMA | I | VICE PRESIDENT | NA | Control |
| WILLIAMS, TRACY NAIOMA | I | VICE PRESIDENT | NA | Control |
| WILLIAMS, TRACY NAIOMA | I | VICE PRESIDENT | NA | Control |
| WILLIAMS, TRACY NAIOMA | I | VICE PRESIDENT | NA | Control |
| WILLIAMS, TRACY NAIOMA | I | VICE PRESIDENT | NA | Control |
| WILLIAMS, TRACY NAIOMA | I | VICE PRESIDENT | NA | Control |
| WILLIAMS, TRACY NAIOMA | I | VICE PRESIDENT | NA | Control |
| WILLIAMS, TRACY NAIOMA | I | VICE PRESIDENT | NA | Control |
| WILLIAMS, TRACY NAIOMA | I | VICE PRESIDENT | NA | Control |
| WILLIAMS, TRACY NAIOMA | I | VICE PRESIDENT | NA | Control |
| WILLIAMS, TRACY NAIOMA | I | VICE PRESIDENT | NA | Control |
| WILLIAMS, TRACY NAIOMA | I | VICE PRESIDENT | NA | Control |
| WILLIAMS, TRACY NAIOMA | I | VICE PRESIDENT | NA | Control |
| WILLIAMS, TRACY NAIOMA | I | VICE PRESIDENT | NA | Control |
| WILLIAMS, TRACY NAIOMA | I | VICE PRESIDENT | NA | Control |
| WILLIAMS, TRACY NAIOMA | I | VICE PRESIDENT | NA | Control |
| WILLIAMS, TRACY NAIOMA | I | VICE PRESIDENT | NA | Control |
| WILLIAMS, TRACY NAIOMA | I | VICE PRESIDENT | NA | Control |
| WILLIAMS, TRACY NAIOMA | I | VICE PRESIDENT | NA | Control |
| COORDINATED CAPITAL HOLDINGS, INC. | DE | HOLDING COMPANY | E | Control |
| COORDINATED CAPITAL HOLDINGS, INC. | DE | HOLDING COMPANY | E | |
| COORDINATED CAPITAL HOLDINGS, INC. | DE | HOLDING COMPANY | E | Control |
| COORDINATED CAPITAL HOLDINGS, INC. | DE | HOLDING COMPANY | E | Control |
| COORDINATED CAPITAL HOLDINGS, INC. | DE | HOLDING COMPANY | E | Control |
| COORDINATED CAPITAL HOLDINGS, INC. | DE | HOLDING COMPANY | E | Control |
| COORDINATED CAPITAL HOLDINGS, INC. | DE | HOLDING COMPANY | E | Control |
| COORDINATED CAPITAL HOLDINGS, INC. | DE | HOLDING COMPANY | E | Control |
| COORDINATED CAPITAL HOLDINGS, INC. | DE | HOLDING COMPANY | E | Control |
| COORDINATED CAPITAL HOLDINGS, INC. | DE | HOLDING COMPANY | E | Control |
| COORDINATED CAPITAL HOLDINGS, INC. | DE | HOLDING COMPANY | E | Control |
| COORDINATED CAPITAL HOLDINGS, INC. | DE | HOLDING COMPANY | E | Control |
| COORDINATED CAPITAL HOLDINGS, INC. | DE | HOLDING COMPANY | E | Control |
| COORDINATED CAPITAL HOLDINGS, INC. | DE | HOLDING COMPANY | E | Control |
| COORDINATED CAPITAL HOLDINGS, INC. | DE | HOLDING COMPANY | E | Control |
| COORDINATED CAPITAL HOLDINGS, INC. | DE | HOLDING COMPANY | E | Control |
| COORDINATED CAPITAL HOLDINGS, INC. | DE | HOLDING COMPANY | E | Control |
| COORDINATED CAPITAL HOLDINGS, INC. | DE | HOLDING COMPANY | E | Control |
| COORDINATED CAPITAL HOLDINGS, INC. | DE | HOLDING COMPANY | E | Control |
| COORDINATED CAPITAL HOLDINGS, INC. | DE | HOLDING COMPANY | E | Control |
| COORDINATED CAPITAL HOLDINGS, INC. | DE | HOLDING COMPANY | E | Control |
| COORDINATED CAPITAL HOLDINGS, INC. | DE | HOLDING COMPANY | E | Control |
| COORDINATED CAPITAL HOLDINGS, INC. | DE | HOLDING COMPANY | E | Control |
| COORDINATED CAPITAL HOLDINGS, INC. | DE | HOLDING COMPANY | E | Control |
| COORDINATED CAPITAL HOLDINGS, INC. | DE | HOLDING COMPANY | E | Control |
| COORDINATED CAPITAL HOLDINGS, INC. | DE | HOLDING COMPANY | E | Control |
| COORDINATED CAPITAL HOLDINGS, INC. | DE | HOLDING COMPANY | E | Control |
| COORDINATED CAPITAL HOLDINGS, INC. | DE | HOLDING COMPANY | E | Control |
| COORDINATED CAPITAL HOLDINGS, INC. | DE | HOLDING COMPANY | E | Control |
| COORDINATED CAPITAL HOLDINGS, INC. | DE | HOLDING COMPANY | E | Control |
| COORDINATED CAPITAL HOLDINGS, INC. | DE | HOLDING COMPANY | E | Control |
| COORDINATED CAPITAL HOLDINGS, INC. | DE | HOLDING COMPANY | E | Control |
| COORDINATED CAPITAL HOLDINGS, INC. | DE | HOLDING COMPANY | E | Control |
| COORDINATED CAPITAL HOLDINGS, INC. | DE | HOLDING COMPANY | E | Control |
| COORDINATED CAPITAL HOLDINGS, INC. | DE | HOLDING COMPANY | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BUECHNER, MARI JO | I | COORDINATED CAPITAL HOLDINGS, INC. | E | Control |
| BUECHNER, MARI JO | I | COORDINATED CAPITAL HOLDINGS, INC. | E | Control |
| BUECHNER, MARI JO | I | COORDINATED CAPITAL HOLDINGS, INC. | E | Control |
| BUECHNER, MARI JO | I | COORDINATED CAPITAL HOLDINGS, INC. | E | Control |
| BUECHNER, MARI JO | I | COORDINATED CAPITAL HOLDINGS, INC. | E | Control |
| BUECHNER, MARI JO | I | COORDINATED CAPITAL HOLDINGS, INC. | E | Control |
| BUECHNER, MARI JO | I | COORDINATED CAPITAL HOLDINGS, INC. | E | Control |
| BUECHNER, MARI JO | I | COORDINATED CAPITAL HOLDINGS, INC. | E | Control |
| BUECHNER, MARI JO | I | COORDINATED CAPITAL HOLDINGS, INC. | E | Control |
| BUECHNER, MARI JO | I | COORDINATED CAPITAL HOLDINGS, INC. | E | Control |
| BUECHNER, MARI JO | I | COORDINATED CAPITAL HOLDINGS, INC. | E | Control |
| BUECHNER, MARI JO | I | COORDINATED CAPITAL HOLDINGS, INC. | E | Control |
| BUECHNER, MARI JO | I | COORDINATED CAPITAL HOLDINGS, INC. | E | Control |
| BUECHNER, MARI JO | I | COORDINATED CAPITAL HOLDINGS, INC. | E | Control |
| BUECHNER, MARI JO | I | COORDINATED CAPITAL HOLDINGS, INC. | E | Control |
| BUECHNER, MARI JO | I | COORDINATED CAPITAL HOLDINGS, INC. | E | Control |
| BUECHNER, MARI JO | I | COORDINATED CAPITAL HOLDINGS, INC. | E | Control |
| BUECHNER, MARI JO | I | COORDINATED CAPITAL HOLDINGS, INC. | E | Control |
| BUECHNER, MARI JO | I | COORDINATED CAPITAL HOLDINGS, INC. | E | Control |
| BUECHNER, MARI JO | I | COORDINATED CAPITAL HOLDINGS, INC. | E | Control |
| BUECHNER, MARI JO | I | COORDINATED CAPITAL HOLDINGS, INC. | E | Control |
| BUECHNER, MARI JO | I | COORDINATED CAPITAL HOLDINGS, INC. | E | Control |
| BUECHNER, MARI JO | I | COORDINATED CAPITAL HOLDINGS, INC. | E | Control |
| BUECHNER, MARI JO | I | COORDINATED CAPITAL HOLDINGS, INC. | E | Control |
| BUECHNER, MARI JO | I | COORDINATED CAPITAL HOLDINGS, INC. | E | Control |
| BUECHNER, MARI JO | I | COORDINATED CAPITAL HOLDINGS, INC. | E | Control |
| BUECHNER, MARI JO | I | COORDINATED CAPITAL HOLDINGS, INC. | E | Control |
| BUECHNER, MARI JO | I | COORDINATED CAPITAL HOLDINGS, INC. | E | Control |
| BUECHNER, MARI JO | I | COORDINATED CAPITAL HOLDINGS, INC. | E | Control |
| BUECHNER, MARI JO | I | COORDINATED CAPITAL HOLDINGS, INC. | E | Control |
| BUECHNER, MARI JO | I | COORDINATED CAPITAL HOLDINGS, INC. | E | Control |
| BUECHNER, MARI JO | I | COORDINATED CAPITAL HOLDINGS, INC. | E | Control |
Registrations
Federal
IA
Jun 26, 2025 REGISTERED
Notice Filings (20)
AZ CA CO FL IN KS KY MI MN MO NC NV OH OR PA SC TN TX WI WV
Address
229 S MAIN STREETFORT ATKINSON, WI 53538
United States
Phone: 608-221-4545