Coordinated Financial Services, Inc.

Coordinated Financial Services, Inc. (CRD# 147881) is a financial advisory firm headquartered in Denver, CO. They manage $318,092,824 in 701 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
4643 S. Ulster St., Suite 960, Denver, CO 80237
http://www.lifetime-capital.com/
By the Numbers
  • Total Assets Under Management
    318
    MILLION
  • Total Number of Accounts
    701
    ACCOUNTS
  • Average Account Value
    $453,770
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, MS, ND, NE, TX

Financial Advisors at Coordinated Financial Services, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Kyle Hurt, financial advisor Denver CO
Kyle J. Hurt
CRD#: 4263532
4643 S. Ulster St., Suite 960, Denver, CO 80237

Kyle Hurt (CRD# 4263532) is an Investment Advisor Representative working at Coordinated Financial Services, Inc. in Denver, CO and has over 23 years of experience in the finance industry.

2
Shawn Rogers, financial advisor Denver CO
Shawn A. Rogers
CRD#: 2962520
4643 S. Ulster St., Suite 960, Denver, CO 80237

Shawn Rogers (CRD# 2962520) is an Investment Advisor Representative working at Coordinated Financial Services, Inc. in Denver, CO and has over 26 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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