COORDINATED FINANCIAL SERVICES, INC.
CRD #147881 SEC #801-121435 DENVER, CO 303-770-5401
SEC Registered
Total AUM
$352.4M
Discretionary
$340.6M
Employees
4
Clients
0
Accounts
730
Firm Details
- Organization Type
- Corporation
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ROGERS, SHAWN, ANTHONY | I | PRESIDENT/CCO | E | Control |
| ROGERS, SHAWN, ANTHONY | I | PRESIDENT/CCO | E | Control |
| ROGERS, SHAWN, ANTHONY | I | PRESIDENT/CCO | E | Control |
| ROGERS, SHAWN, ANTHONY | I | PRESIDENT/CCO | E | Control |
| HURT, KYLE, JOHN | I | PRESIDENT/ADVISOR | C | Control |
| HURT, KYLE, JOHN | I | PRESIDENT/ADVISOR | C | Control |
| HURT, KYLE, JOHN | I | PRESIDENT/ADVISOR | C | Control |
| HURT, KYLE, JOHN | I | PRINCIPAL/ADVISOR | C | Control |
| HURT, KYLE, JOHN | I | PRESIDENT/ADVISOR | C | Control |
| HURT, KYLE, JOHN | I | PRINCIPAL/ADVISOR | C | Control |
| HURT, KYLE, JOHN | I | PRINCIPAL/ADVISOR | C | Control |
| HURT, KYLE, JOHN | I | PRINCIPAL/ADVISOR | C | Control |
| HURT, KYLE, JOHN | I | PRINCIPAL/ADVISOR | C | Control |
| HURT, KYLE, JOHN | I | PRINCIPAL/ADVISOR | C | Control |
| HURT, KYLE, JOHN | I | PRINCIPAL/ADVISOR | C | Control |
| HURT, KYLE, JOHN | I | PRINCIPAL/ADVISOR | C | Control |
| HURT, KYLE, JOHN | I | PRINCIPAL/ADVISOR | C | Control |
| HURT, KYLE, JOHN | I | PRINCIPAL/ADVISOR | C | Control |
| OBERT, MATTHEW, MICHAEL | I | PRINCIPAL | C | Control |
| OBERT, MATTHEW, MICHAEL | I | PRINCIPAL | C | Control |
| OBERT, MATTHEW, MICHAEL | I | PRINCIPAL | C | Control |
| OBERT, MATTHEW, MICHAEL | I | PRINCIPAL | C | Control |
| OBERT, MATTHEW, MICHAEL | I | PRINCIPAL | C | Control |
| OBERT, MATTHEW, MICHAEL | I | PRINCIPAL | C | Control |
| OBERT, MATTHEW, MICHAEL | I | PRINCIPAL | C | Control |
| OBERT, MATTHEW, MICHAEL | I | PRINCIPAL | C | Control |
| OBERT, MATTHEW, MICHAEL | I | PRINCIPAL | C | Control |
| OBERT, MATTHEW, MICHAEL | I | PRINCIPAL | C | Control |
| ROGERS, SHAWN, ANTHONY | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | B | Control |
| ROGERS, SHAWN, ANTHONY | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | B | Control |
| ROGERS, SHAWN, ANTHONY | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | B | Control |
| ROGERS, SHAWN, ANTHONY | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | B | Control |
| ROGERS, SHAWN, ANTHONY | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | B | Control |
| ROGERS, SHAWN, ANTHONY | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | B | Control |
| ROGERS, SHAWN, ANTHONY | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | B | Control |
| ROGERS, SHAWN, ANTHONY | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | B | Control |
| ROGERS, SHAWN, ANTHONY | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | B | Control |
| ROGERS, SHAWN, ANTHONY | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | B | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (8)
CA CO FL MN MS ND NE TX
Address
4643 S. ULSTER ST., SUITE 960DENVER, CO 80237
United States
Phone: 303-770-5401