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COORDINATED FINANCIAL SERVICES, INC.

DENVER, CO · CRD 147881 · IAPD ↗ · lifetime-capital.com · 303-770-5401

$427.3MRegulatory AUM
3Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
June 2026 — COORDINATED FINANCIAL SERVICES, INC. (DENVER, CO) left the SEC roster (was $427.3M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
45
September 2024 — COORDINATED FINANCIAL SERVICES, INC. notice-filed in MN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2024 — COORDINATED FINANCIAL SERVICES, INC. notice-filed in MS, NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
April 2024 — COORDINATED FINANCIAL SERVICES, INC. reported RAUM up 173% ($116.5M -> $318.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
44
February 2024 — COORDINATED FINANCIAL SERVICES, INC. notice-filed in CA, FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.