# CONTEMPORARY FINANCIAL SOLUTIONS, INC.

CONTEMPORARY FINANCIAL SOLUTIONS, INC. of WEST PALM BEACH, FL is an SEC-registered investment adviser.

## Registration

- CRD: 121699
- Type: SEC-registered investment adviser
- SEC file number: 801-61365
- Location: 250 SOUTH AUSTRALIAN AVENUE, SUITE 1800, WEST PALM BEACH, FL, 33401
- Phone: 561-835-4100
- Latest filing: 2007-08-22
- Clients: 11

## Officers, owners & control persons (16)

| Name | Role | Location |
| --- | --- | --- |
| [KALBAUGH JOHN ANDREW](https://search.stillhousedata.com/person/732987) | CHIEF EXECUTIVE OFFICER | — |
| [DIXON JOHN LINCOLN](https://search.stillhousedata.com/person/734279) | CEO/DIRECTOR; CHAIRMAN; CHAIRMAN/CEO (+1 more) | — |
| [COATES SUSAN LOHMANN](https://search.stillhousedata.com/person/736634) | SR. VICE PRESIDENT; VICE PRESIDENT | — |
| [POFF JOHN WILLIAM JR](https://search.stillhousedata.com/person/736635) | PRESIDENT/DIRECTOR; PRESIDENT/DIRECTOR/CEO; PRESIDENT/DIRECTOR/FINOP | — |
| [CLOUD VINCENT THOMAS](https://search.stillhousedata.com/person/736636) | EXEC VP/DIRECTOR | — |
| [KAMINSKI DENNIS STANLEY](https://search.stillhousedata.com/person/736637) | EXEC VP/ASST. SECRETARY/DIRECTOR; EXEC VP/ASST. SECRETARY/DIRECTOR,CHIEF COMPLIANCE OFFICER; EXEC VP/SECRETARY/DIRECTOR | — |
| [BECKER DAVID CLIFFORD SR](https://search.stillhousedata.com/person/736638) | FINOP, 1ST VICE PRESIDENT; FINOP, VICE PRESIDENT | — |
| [MILFS AUDREY LEE](https://search.stillhousedata.com/person/736639) | SECRETARY | — |
| [LYLE TIMOTHY JAMES](https://search.stillhousedata.com/person/736640) | SR. VP/CCO; SR. VP/CHIEF COMPLIANCE OFFICER | — |
| [BROWN STEPHANIE LEIGH](https://search.stillhousedata.com/person/740611) | DIRECTOR | — |
| [STEARNS ESTHER MARION](https://search.stillhousedata.com/person/740613) | DIRECTOR | — |
| [DWYER WILLIAM EDWARD III](https://search.stillhousedata.com/person/740618) | DIRECTOR | — |
| [POSTON MICHAEL EDWARD](https://search.stillhousedata.com/person/746862) | VICE PRESIDENT | — |
| [COULTER JAMES GEORGE](https://search.stillhousedata.com/person/776295) | STOCKHOLDER | — |
| [BONDERMAN DAVID NMI](https://search.stillhousedata.com/person/785444) | STOCKHOLDER | — |
| [PRICE WILLIAM STANLEY III](https://search.stillhousedata.com/person/806831) | STOCKHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/121699/brochure
- Similar advisers: https://search.stillhousedata.com/firm/121699/similar
- Related entities: https://search.stillhousedata.com/firm/121699/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/121699

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.