Mark
Salerno

Coordinated Capital Securities, Inc

CRD#1426851
Investment Advisor
in Kenosha, WI

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About this Advisor

Mark Salerno is a financial advisor who works out of Kenosha, Wisconsin with a total of 2 years of industry experience. Salerno is on the advisory team at Coordinated Capital Securities, Inc. Throughout their career, Salerno has worked at Wsp Commodity Trading, Lupo Futures LLC and Coordinated Capital Securities Inc. Salerno holds Series 63 and Series 66 licenses, certifying them as a securities agent, and can operate in Wisconsin. Coordinated Capital Securities, Inc is a financial advisory company operating out of Madison, WI. It has offices in 17 locations and a total of 53 employees. It administers $213 million in assets under management between its 529 accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 529 customer accounts, just 10% are associated with high-net-worth investors who have more than $1 million in investable assets. The firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management largely depend on the type of financial services offered. However, fee types billed by Coordinated Capital Securities, Inc most likely consist of any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

2315 30Th Avenue
Kenosha, WI 53144

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Coordinated Capital Securities, Inc Brokerage Details

Total Assets Under Management

$213,362,572

WI Average: $2,826,565,184
Total Number of Employees

53

WI Average: 43
Total Number of Accounts

529

WI Average: 1,898
Average Account Size

$403,332

WI Average: $1,489,234

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Mark Salerno Work History

Mark has been registered as a financial advisor for 2 years.*

2018 - Present (6 years)

Coordinated Capital Securities Inc

2016 - 2018 (2 years)

Lupo Futures LLC

2011 - 2016 (5 years)

Wsp Commodity Trading

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Mark Salerno to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Coordinated Capital Securities, Inc

Drew Williams
Madison, WI
Edward Mcdannold
Cincinnati, OH
Mark Salerno
Kenosha, WI
David Christensen
La Crosse, WI
William Waddle
Kenosha, WI
Edward Burnett
Kenosha, WI
Easton Miller
Laguna Niguel, CA
Corrine Bultman
Brookfield, WI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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