# COORDINATED FINANCIAL SERVICES, INC.

COORDINATED FINANCIAL SERVICES, INC. of DENVER, CO is an SEC-registered investment adviser.

## Registration

- CRD: 147881
- Type: SEC-registered investment adviser
- SEC file number: 801-121435
- Location: 4643 S. ULSTER ST., SUITE 960, DENVER, CO, 80237
- Phone: 303-770-5401
- Latest filing: 2026-03-26
- Regulatory AUM: $427.3M
- Discretionary AUM: $422.1M
- Non-discretionary AUM: $5.2M
- Clients: 4
- Accounts: 797

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Shawn Anthony Rogers | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | — |
| Kyle John Hurt | PRINCIPAL/ADVISOR | — |
| Matthew Michael Obert | PRINCIPAL | — |
| ROGERS JOHN ANTHONY | PRESIDENT/CCO; PRINCIPAL AND CHIEF COMPLIANCE OFFICER | — |
| HURT KYLE JOHN | PRESIDENT/ADVISOR; PRINCIPAL/ADVISOR | — |
| OBERT MATTHEW MICHAEL | PRINCIPAL | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/147881/brochure
- Similar advisers: https://search.stillhousedata.com/firm/147881/similar
- Related entities: https://search.stillhousedata.com/firm/147881/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/147881

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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.