MK
Michael M. Koscinski
COORDINATED CAPITAL SECURITIES
New Berlin, WI 53151
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CRD#: 2395523
MK
Professional summary
Michael Mark Koscinski is a registered financial professional currently at COORDINATED CAPITAL SECURITIES, INC. located in New Berlin, Wisconsin.
Michael is registered as a RR (Registered Representative) and started their career in finance in 1993. Michael has worked at 7 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
NAME OF BUSINESS: MICHAEL M. KOSCINSKI, CPA, LLC
INVESTMENT RELATED: NO
ADDRESS: BRANCH OFFICE ADDRESS
NATURE OF BUSINESS: TAX SERVICES
POSITION/TITLE/RELATIONSHIP: OWNER
START DATE: 1/1/80
# HOURS SPENT ON THIS ACTIVITY / MONTH: 160
# HOURS SPENT ON THIS ACTIVITY DURING TRADING HOURS (IF DIFFERENT):
DESCRIPTION OF DUTIES: DOES TAX SERVICES AND ACCOUNTING FOR CLIENTS
NAME OF BUSINESS: SCROOGE & MARLEY, LLC
INVESTMENT RELATED: NO
ADDRESS: BRANCH OFFICE ADDRESS
NATURE OF BUSINESS: REAL ESTATE
POSITION/TITLE/RELATIONSHIP: MEMBER
START DATE: 5/10/00
# HOURS SPENT ON THIS ACTIVITY / MONTH: 5
# HOURS SPENT ON THIS ACTIVITY DURING TRADING HOURS (IF DIFFERENT):
DESCRIPTION OF DUTIES: OVERSEES PROPERTY MANAGEMENT
NAME OF BUSINESS: MICHAEL M. KOSCINSKI, CPA, LLC
INVESTMENT RELATED: YES
ADDRESS: BRANCH OFFICE
NATURE OF BUSINESS: INSURANCE
POSITION/TITLE/RELATIONSHIP: INDEPENDENT INSURANCE AGENT
START DATE: 1995
# HOURS SPENT ON THIS ACTIVITY / MONTH: 3
# HOURS SPENT ON THIS ACTIVITY DURING TRADING HOURS (IF DIFFERENT):
DESCRIPTION OF DUTIES: SELLS AND SERVICES FIXED ANNUITIES, LIFE AND LTC INSURANCE
CRS (Client Relationship Summary) - BD
Click below to view Michael Mark Koscinski's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 30, 2009 - Present
COORDINATED CAPITAL SECURITIES, INC.
Office #1: 16145 W National Ave, New Berlin, WI 53151RIA
BD
CRD#: 14762
New Berlin, WI
Past
September 30, 2009 - December 31, 2024
COORDINATED CAPITAL SECURITIES, INC.
RIA
CRD#: 14762
FORT ATKINSON, WI
Past
February 1, 2006 - October 1, 2009
WOODBURY FINANCIAL SERVICES, INC.
RIA
CRD#: 421
NEW BERLIN, WI
Past
February 1, 2006 - October 1, 2009
WOODBURY FINANCIAL SERVICES, INC.
BD
CRD#: 421
NEW BERLIN, WI
Past
July 2, 2004 - February 22, 2006
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
NEW BERLIN, WI
Past
June 30, 2004 - February 22, 2006
CETERA FINANCIAL SPECIALISTS LLC
BD
CRD#: 10358
SCHAUMBURG, IL
Past
September 25, 2001 - July 2, 2004
HOCHMAN & BAKER INVESTMENT ADVISORY SERVICES, INC.
RIA
CRD#: 105560
NEW BERLIN, WI
Past
June 29, 1994 - June 30, 2004
HOCHMAN & BAKER SECURITIES, INC.
BD
CRD#: 19949
STAMFORD, CT
Past
December 9, 1993 - June 27, 1994
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
DALLAS, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CC
COORDINATED CAPITAL SECURITIES, INC.
CCS OF WI | COORDINATED CAPITAL SECURITIES,INC. | COORDINATED CAPITAL SECURITIES, INC. | COORDINATED CAPITAL SECURITIES OF WISCONSIN, INC. | COORDINATED CAPITAL SECURITIES OF WI INC. | COORDINATED CAPITAL ADVISORY, A DIVISION OF COORDINATED CAPITAL SECURITIES, INC. | COLTRANE SECURITIES, A DIVISION OF COORDINATED CAPITAL SECURITI
CRD#: 14762 / SEC#: 801-111070, 8-31173
RIA
Registered Investment Advisory firm - SEC (8/31/2017 Approved)California
Registered Investment Advisory firm - SEC (10/8/2017 Terminated)Colorado
Registered Investment Advisory firm - SEC (9/12/2017 Terminated)Connecticut
Registered Investment Advisory firm - SEC (9/5/2017 Terminated)Florida
Registered Investment Advisory firm - SEC (9/8/2017 Terminated)Georgia
Registered Investment Advisory firm - SEC (9/18/2017 Terminated)Iowa
Registered Investment Advisory firm - SEC (1/16/2004 Terminated)Kansas
Registered Investment Advisory firm - SEC (9/8/2017 Terminated)Kentucky
Registered Investment Advisory firm - SEC (9/11/2017 Terminated)Maryland
Registered Investment Advisory firm - SEC (12/1/2011 Terminated)Missouri
Registered Investment Advisory firm - SEC (9/8/2017 Terminated)New Mexico
Registered Investment Advisory firm - SEC (9/5/2017 Terminated)North Carolina
Registered Investment Advisory firm - SEC (9/6/2017 Terminated)Ohio
Registered Investment Advisory firm - SEC (9/8/2017 Terminated)Tennessee
Registered Investment Advisory firm - SEC (9/7/2017 Terminated)Texas
Registered Investment Advisory firm - SEC (9/8/2017 Terminated)Virginia
Registered Investment Advisory firm - SEC (9/5/2017 Terminated)Washington
Registered Investment Advisory firm - SEC (10/23/2007 Terminated)West Virginia
Registered Investment Advisory firm - SEC (9/8/2017 Terminated)Wisconsin
Registered Investment Advisory firm - SEC (9/8/2017 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(9/30/2009)
RR
Texas(9/20/2018)
RR
Washington(4/22/2014)
RR
Wisconsin(9/30/2009)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CC
COORDINATED CAPITAL SECURITIES, INC.
CCS OF WI | COORDINATED CAPITAL SECURITIES,INC. | COORDINATED CAPITAL SECURITIES, INC. | COORDINATED CAPITAL SECURITIES OF WISCONSIN, INC. | COORDINATED CAPITAL SECURITIES OF WI INC. | COORDINATED CAPITAL ADVISORY, A DIVISION OF COORDINATED CAPITAL SECURITIES, INC. | COLTRANE SECURITIES, A DIVISION OF COORDINATED CAPITAL SECURITI
CRD#: 14762 / SEC#: 801-111070, 8-31173
RIA
Registered Investment Advisory firm - SEC (8/31/2017 Approved)California
Registered Investment Advisory firm - SEC (10/8/2017 Terminated)Colorado
Registered Investment Advisory firm - SEC (9/12/2017 Terminated)Connecticut
Registered Investment Advisory firm - SEC (9/5/2017 Terminated)Florida
Registered Investment Advisory firm - SEC (9/8/2017 Terminated)Georgia
Registered Investment Advisory firm - SEC (9/18/2017 Terminated)Iowa
Registered Investment Advisory firm - SEC (1/16/2004 Terminated)Kansas
Registered Investment Advisory firm - SEC (9/8/2017 Terminated)Kentucky
Registered Investment Advisory firm - SEC (9/11/2017 Terminated)Maryland
Registered Investment Advisory firm - SEC (12/1/2011 Terminated)Missouri
Registered Investment Advisory firm - SEC (9/8/2017 Terminated)New Mexico
Registered Investment Advisory firm - SEC (9/5/2017 Terminated)North Carolina
Registered Investment Advisory firm - SEC (9/6/2017 Terminated)Ohio
Registered Investment Advisory firm - SEC (9/8/2017 Terminated)Tennessee
Registered Investment Advisory firm - SEC (9/7/2017 Terminated)Texas
Registered Investment Advisory firm - SEC (9/8/2017 Terminated)Virginia
Registered Investment Advisory firm - SEC (9/5/2017 Terminated)Washington
Registered Investment Advisory firm - SEC (10/23/2007 Terminated)West Virginia
Registered Investment Advisory firm - SEC (9/8/2017 Terminated)Wisconsin
Registered Investment Advisory firm - SEC (9/8/2017 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information
Main Address
229 S Main Street, Fort Atkinson, WI 53538
Mailing Address
229 S Main Street, Fort Atkinson, WI 53538
Phone number
(608) 221-4545
Established
Wisconsin since 11/29/1982
Firm type
Corporation
Fiscal year end
March
Firm Size
Small
# of Employees
38
SEC notice filing (17 States and Territories)
FINRA licenses (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 248 |
| AUM (Assets Under Management) | $ 159,932,138 |
Disclosures
| Regulatory Event | 4 |
| Arbitration | 1 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/01/2025 | ||
| 12/18/2024 | ||
| 10/18/2023 | ||
| 01/05/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
COORDINATED CAPITAL SECURITIES, INC.
CRD#: 14762New Berlin, WI 53151TRUST BUT VERIFY
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