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Gregory Bruce Schaeffer

Investment Adviser Representative at COORDINATED CAPITAL SECURITIES, INC.

Kenosha, WICRD #1018654Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
43 yrs
States Registered
26 states
Exams Passed
6

Registrations & licenses

Registration type
Dual-registered
Registered in 26 states
AlabamaArizonaCaliforniaColoradoFloridaIllinoisIndianaIowaMarylandMichiganMinnesotaMississippiMissouriMontanaNevadaNew MexicoNew YorkNorth CarolinaOhioOregonPennsylvaniaSouth CarolinaSouth DakotaTexasWashingtonWisconsin
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 12/29/1982
Series 99
Operations Professional Examination
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 7/19/1986
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 6/10/1982
Series 24
General Securities Principal Examination
Passed 8/27/2003

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
9/17/1990Kenosha, WI
EQUITY SERVICES, INC.
3/2/199912/31/2002Montpelier, VT
DECADE SECURITIES CORP.
9/22/19879/25/1990Brookfield, WI
ASKAR CORP.
7/29/19859/30/1987
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
6/21/19825/21/1984
PRUCO SECURITIES CORPORATION
2/21/19825/21/1984

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. Gregory Bruce Schaeffer 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.

Gregory Bruce Schaeffer - Financial Advisor in Kenosha, WI | AdvisorFinder