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Dale Raymond Meyer

Investment Adviser Representative at COORDINATED CAPITAL SECURITIES, INC.

Monona, WICRD #1237623Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
42 yrs
States Registered
14 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 14 states
ArizonaColoradoFloridaIllinoisIndianaLouisianaMinnesotaMissouriOklahomaSouth CarolinaTexasVirginiaWashingtonWisconsin
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 6/29/2015
Series 63
Uniform Securities Agent State Law Examination
Passed 2/27/1984
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 2/18/1984

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $25,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Coordinated Capital Securities, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

COORDINATED CAPITAL SECURITIES, INC.Current
2/6/1991Monona, WI
COORDINATED CAPITAL SECURITIES OF WI INC.
2/6/19912/28/1991
CAPITAL FINANCIAL SERVICES, INC.
4/1/19862/13/1991Minot, ND
CHARTER SECURITIES CORPORATION
2/24/19844/8/1986

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Dale Raymond Meyer has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Dale Raymond Meyer - Financial Advisor in Monona, WI | AdvisorFinder