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Shawn Anthony Rogers

COORDINATED FINANCIAL SERVICES, INC.·DENVER, Colorado
Unclaimed Profile
4643 S. ULSTER ST., SUITE 960, DENVER, CO 80237CRD# 2962520Firm CRD# 147881
01

About

Shawn Anthony Rogers is a registered financial advisor based in DENVER, Colorado, affiliated with COORDINATED FINANCIAL SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
COORDINATED FINANCIAL SERVICES, INC.
COORDINATED FINANCIAL SERVICES, INC.
AUM
$318M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at COORDINATED FINANCIAL SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2962520
Firm CRD# 147881
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Shawn Anthony Rogers offer?
Shawn Anthony Rogers specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DENVER, Colorado for a consultation.
What are Shawn Anthony Rogers's credentials?
Shawn Anthony Rogers is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Shawn Anthony Rogers located?
Shawn Anthony Rogers is based in DENVER, Colorado, working with COORDINATED FINANCIAL SERVICES, INC.. Their office serves clients in the DENVER metropolitan area and surrounding communities.
How does Shawn Anthony Rogers charge for services?
Shawn Anthony Rogers's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COORDINATED FINANCIAL SERVICES, INC.?
COORDINATED FINANCIAL SERVICES, INC. has approximately 4 employees and manages $318M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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DENVER, CO
Matthew Michael Obert
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