COORDINATED CAPITAL SECURITIES, INC.

Name: COORDINATED CAPITAL SECURITIES, INC.
Address: 229 S MAIN STREET, FORT ATKINSON, WI 53538, fort atkinson, WI, US
Telephone: (608) 221-4545
Price range: $0.5–$2 % of assets/year

Financial Advisor serving Fort Atkinson, Wisconsin

📍 229 S MAIN STREET, FORT ATKINSON, WI 53538

📞 (608) 221-••••

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📍 229 S MAIN STREET, FORT ATKINSON, WI 53538

About COORDINATED CAPITAL SECURITIES, INC.

COORDINATED CAPITAL SECURITIES, INC. is a financial advisor located in Fort Atkinson, Wisconsin. As a local financial advisor, they serve Fort Atkinson and surrounding communities in Wisconsin. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Fort Atkinson should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Wisconsin securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Fort Atkinson

Budget

$0.5

% of assets/year

Average

% of assets/year

Premium

% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Fort Atkinson may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Fort Atkinson

✓ Check online reviews and ratings before hiring

✓ Get multiple quotes to compare pricing

✓ Verify licensing and insurance

✓ Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Fort Atkinson?

Financial Advisors in Fort Atkinson typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.

How do I choose the best financial advisor in Fort Atkinson?

Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 1 financial advisors in Fort Atkinson to choose from.

Does COORDINATED CAPITAL SECURITIES, INC. offer free quotes?

Contact COORDINATED CAPITAL SECURITIES, INC. directly to ask about free estimates. You can also request a quote through ProHorizon.