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SW
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Sara Danielle Williams

Coordinated Capital Securities, INC.
17 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement Planning
Coordinated Capital Securities, INC.
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
236 clients
Average Client Portfolio
$617K average
Assets Under Management
$145.7M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only

Location

229 S Main Street, Fort Atkinson, WI, 53538

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Coordinated Capital Securities, INC.
August 2022 - Present · 3 yrs 6 mos
Coordinated Capital Securities, INC.Broker
March 2020 - Present · 5 yrs 11 mos
Previous Registrations
MML Investors Services, LLCBroker
January 2019 - March 2020 · 1 yr 2 mos
Coordinated Capital Securities, INC.Broker
August 2008 - December 2018 · 10 yrs 4 mos
State Registrations9 states
DCFLMANHNMSDTXWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Sara Danielle Williams - Financial Advisor | TrueAdvisor