Edward Michael Burnett

Employer firm

Coordinated Capital Securities, Inc. CRD 14762

$137M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → Present
  Coordinated Capital Securities, Inc.
  Madison, WI

Other Businesses

NAME OF BUSINESS:THE SCHAEFFER GROUP LLC INV REL:YES ADDRESS:BRANCH OFFICE NATURE OF BUS:FIXED INS SALES POS:IND INS AGENT START DATE:05/09 # HRS SPENT/MO:80 # HRS SPENT DURING TRADING IF DIFF DESC OF DUTIES:SELLS & SERVICES FIXED INS NAME OF BUSINESS:THE SCHAEFFER GROUP LLC INV REL:YES ADDRESS: BRANCH OFFICE NATURE OF BUS:FIXED INS SALES POS: IND INS AGENT START DATE:03/2024 # HRS SPENT/MO: 5 # HRS SPENT DURING TRADING IF DIFF DESC OF DUTIES:SELLS & SERVICES EQUITY INDEXED ANNUITIES

Exams

• S66 Uniform Combined State Law Examination
  2010-12-29
• S63 Uniform Securities Agent State Law Examination
  2009-06-11