linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jeffery John Wirth

Coordinated Capital Securities, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jeffery? Claim Your Profile

About Jeffery John Wirth

Jeffery John Wirth has over 40 years of experience in the financial services industry. Jeffery is currently a Registered Representative with Coordinated Capital Securities, Inc. and is licensed in Wisconsin. Previously, Jeffery worked at several other firms, including Capital Financial Services, Inc., H.D. Vest Investment Securities, Inc., Robert Thomas Securities, Inc., Titan/Value Equities Group, Inc., and Jonathan Alan & Co., Inc. Jeffery provides a variety of financial services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Jeffery is committed to providing his clients with personalized financial advice to help them achieve their financial goals.

Firm Information

Jeffery Wirth is currently registered with Coordinated Capital Securities, Inc.. Coordinated Capital Securities, Inc. is a Wisconsin-based corporation that offers a variety of investment advisory services, including financial planning, pension consulting, selection of other advisors, portfolio management for businesses and individuals, and other services. With a strong presence across the United States, the firm has been serving clients since 1982 and boasts a team of 41 registered representatives and 20 investment advisor representatives. They currently manage over $145 million in assets, primarily for high-net-worth individuals and other individuals.
Coordinated Capital Securities, Inc.

229 S MAIN STREET

FORT ATKINSON, WI 53538

$145.66M

Assets Under Management

Not reported

Total Clients

31

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jeffery Wirth’s Registration & Firm History

WI

05/18/2001 - Present

Coordinated Capital Securities, Inc. (MAZOMANIE WI)

ND

08/21/1998 - 05/09/2001

CAPITAL FINANCIAL SERVICES, INC. (MINOT ND)

TX

02/11/1997 - 08/20/1998

H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)

FL

03/04/1996 - 12/31/1996

ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)

TX

01/03/1992 - 02/22/1996

H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)

CA

05/18/1990 - 11/15/1991

TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)

NA

06/24/1988 - 05/18/1990

JONATHAN ALAN & CO., INC.

NA

01/29/1985 - 07/01/1988

FIRST AFFILIATED SECURITIES, INC.

NA

05/30/1984 - 02/04/1985

HOMECO SECURITIES, INC.

NA

11/06/1981 - 02/23/1984

INTEGRATED RESOURCES EQUITY CORPORATION

NA

08/20/1974 - 10/18/1983

HOMECO SECURITIES, INC.

Not sure if Jeffery John Wirth is right for you?

Licenses & Designations

BC

Issued 08/02/1979

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/02/1979

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/14/1974

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jeffery John Wirth. Review regulatory record here.
Not sure if Jeffery John Wirth is right for you?