SourcingSourcing

COORDINATED CAPITAL SECURITIES, INC.

B59
CRD 14762·SEC 801-111070·FORT ATKINSON, WI
AUM
$159.9M
$100M-$500M
Est. Revenue
$1.6M
@ 1% on AUM
Est. EBITDA
$480K
@ 30% margin
Est. Deal Value
$3.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
COORDINATED CAPITAL SECURITIES, INC.
CRD
14762
SEC file #
801-111070
EIN
000000000
DBA names
—

Economics

AUM
$159.9M
AUM band
$100M-$500M
AUM trajectory
'20'26
$152.8M → $159.9M▲ +5%
Client mix
Individuals Other205
Individuals High Net Worth43

Operations

Employees (total)
38
Advisory staff (per ADV)
20
Advisory staff (5-yr trend)
'20'26
17 advisors → 20 advisors▲ +18%
Primary office
FORT ATKINSON WI
Branches
—

Custodian & Brokerage

Primary custodian
Wells Fargolow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
01/30/2026
ADV-W filed at
—
Website
mdressmancpa.com

Compliance

Disclosures (firm)
3
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
COORDINATED CAPITAL HOLDINGS, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
COORDINATED CAPITAL HOLDINGS, INC.
BUECHNER, MARI JO
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
MDRESSMANCPA.COM
Rdap Domain Creation Date
2015-11-24T16:56:46Z
Rdap Firm Age Years
11
Rdap Firm Age Band
10-20y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001652677
Edgar Registered
Yes
Edgar Filing Count
6
Edgar First Filing Date
2015-10-16
Edgar Last Filing Date
2016-01-12
Edgar Form D Count
6
Edgar Form D Offerings
2016-01-122016-01-12 · 0001652677-16-000006
2015-11-242015-11-24 · 0001652677-15-000005

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2264
Soi Zip Pct 200k Plus
0.0436
Soi Zip Returns 200k Plus
410
Soi Zip Total AGI
702,439
Fdic Zip Total Deposits
7,588,672,000
Fdic Zip Branch Count
223
Fdic Zip Top Banks
PremierBank
Johnson Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (26)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
30
Bc Firm Active IA Count
16
Bc Firm IAR Count
30
Custodian Candidates
Full
Wells Fargo4
E*trade4
Edgar Addresses
Mailing
2901 BUTTERFIELD ROADOAK BROOK, IL 60523
Business
2901 BUTTERFIELD ROADOAK BROOK, IL 60523
Edgar EIN
000000000
Edgar Recent Filings
D/A2016-01-12 · 0001652677-16-000006
D/A2015-11-24 · 0001652677-15-000005
Fdic Zip Branches Raw
The Bank of Fort AtkinsonFort Atkinson, WI
Citizens State BankFort Atkinson, WI
Fdic Zip HHI
1654.12
Fdic Zip Top Bank Share Pct
29.98
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-11-24T16:56:46Z
Rdap Domain Last Changed
2024-11-01T12:14:07Z
Rdap Nameservers
Ns6.wixdns.netNs7.wixdns.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI27,754
Returns2,340
Stub 2
AGI83,102
Returns2,220
Stub 3
AGI100,490
Returns1,640
Soi Zip Total Business Income
17,075
Soi Zip Total Cap Gains
26,343
Soi Zip Total Dividends
16,842
Soi Zip Total Returns
9,410
Trust Company Affiliate
No

People (30)

30
BUECHNER, MARI JO
IAR · Executive Officer · 2.5%
1867710
WILLIAMS, TRACY NAIOMA
IAR · Executive Officer · 2.5%
4533496
WILLIAMS, SARA DANIELLE
IAR · Executive Officer · 2.5%
5460513
CORRINE ANN BULTMAN
IAR
4696038
MARTIN BOONE DRESSMAN
IAR
4247403
RALPH DENNIS BULTMAN
IAR
1935702
JANIS RUTH SCHULTZ
IAR
2318331
STEVEN JOHN FLEIS
IAR
1362217
GARY FRED LUECKE
IAR
1362167
MICHAEL MARK KOSCINSKI
IAR
2395523
ROBERT MARK ZIELINSKI
IAR
1333358
RANDAL ROE SADLER
IAR
1630255
BRADLY EDWARD POTTER
IAR
5081627
CHARLES RAY STEPHAN
IAR
1540581
KEVIN EUGENE KEARNEY
IAR
1211708
VIJAI KUMAR VERMA
IAR
1422587
GREGORY BRUCE SCHAEFFER
IAR
1018654
THOMAS WAYNE REEDER
IAR
1888528
KELLY LOREL RANDA
IAR
4413162
DENNIS STEVEN DREXLER
IAR
2572876
TERESA CHRISTINA TELLEZ-BAKER
IAR
6503435
LAURA JANE PENDLETONMILLER
IAR
702454
MICHAEL JOSEPH SHORT
IAR
1554759
WILLIAM PHILLIP WADDLE
IAR
6398131
MARK ROBERT SALERNO
IAR
1426851
DALE RAYMOND MEYER
IAR
1237623
DREW JACOB WILLIAMS
IAR
6483192
EDWARD MICHAEL BURNETT
IAR
5673053
KRISTI LYNNE SCHAEFFER KLEUTSCH
IAR
4081290
DAVID LEE CHRISTENSEN
IAR
4570838