Kyle J. Hurt

COORDINATED FINANCIAL SERVICES

Denver, CO 80237

Some features on this profile are disabled

CRD#: 4263532

Professional summary

Kyle John Hurt, CFP®, who also goes by Kyle J Hurt, is a registered financial advisor currently at COORDINATED FINANCIAL SERVICES, INC. located in Denver, Colorado.

Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Kyle has worked at 2 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kyle J Hurt

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle John Hurt's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2003

Experience

Current

March 15, 2011 - Present

COORDINATED FINANCIAL SERVICES, INC.

Office #1: 4643 S. Ulster St., Suite 960, Denver, CO 80237

RIA

CRD#: 147881

Denver, CO

Past

October 14, 2005 - March 31, 2011

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

ENGLEWOOD, CO

Past

November 24, 2000 - March 31, 2011

CHARLES SCHWAB & CO., INC.

CRD#: 5393

ENGLEWOOD, CO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

COORDINATED FINANCIAL SERVICES, INC.

COORDINATED FINANCIAL SERVICES, INC. | LIFETIME CAPITAL MANAGEMENT, INC. | LIFETIME CAPITAL MANAGEMENT

CRD#: 147881 / SEC#: 801-121435

RIA

Registered Investment Advisory firm - (6/7/2021 Approved)

Colorado

Registered Investment Advisory firm - (6/10/2021 Terminated)

Texas

Registered Investment Advisory firm - (6/8/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(3/15/2011)

IAR

Texas
(8/1/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 12/5/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/22/2000

General Securities Representative Examination

Current Firm

COORDINATED FINANCIAL SERVICES, INC.

COORDINATED FINANCIAL SERVICES, INC. | LIFETIME CAPITAL MANAGEMENT, INC. | LIFETIME CAPITAL MANAGEMENT

CRD#: 147881 / SEC#: 801-121435

RIA

Registered Investment Advisory firm - (6/7/2021 Approved)

Colorado

Registered Investment Advisory firm - (6/10/2021 Terminated)

Texas

Registered Investment Advisory firm - (6/8/2021 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

4643 S. Ulster St., Suite 960, Denver, CO 80237

Mailing Address

Phone number

(303) 770-5401

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (3/31/2025)

WRAP FEE BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	730
AUM (Assets Under Management)	$ 352,416,959

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Craig Johlfs

LPL FINANCIAL LLC

IAR

Greenwood Village, CO

Ralph Jones

OPPENHEIMER & CO. INC.

IAR

Denver, CO

Lorie Jones

TANDEM FINANCIAL, LLC

IAR

GREENWOOD VILLAGE, CO

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Kyle J. Hurt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle John Hurt's CRS (Customer Relationship Summary).

Certified licenses

Experience

COORDINATED FINANCIAL SERVICES, INC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

COORDINATED FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 12/5/2000

Series 7

Date: 11/22/2000

Current Firm

COORDINATED FINANCIAL SERVICES, INC.

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COORDINATED FINANCIAL SERVICES, INC.

TRUST BUT VERIFY

Similar Advisors