Matthew Michael Obert
PrincipalCoordinated Financial Services, Inc.CRD 3168051
About Matthew Michael Obert
Matthew Michael Obert is listed as Principal at Coordinated Financial Services, Inc. in Denver, CO. Form ADV reports a beneficial ownership band of 25-50%. Matthew Michael Obert is associated with 2 registered advisers.
Reported ownership
Owns 25-50% of Coordinated Financial Services, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Matthew Michael Obert work?
Matthew Michael Obert is listed as Principal at Coordinated Financial Services, Inc. on SEC Form ADV.
How much of Coordinated Financial Services, Inc. does Matthew Michael Obert own?
Form ADV reports a beneficial ownership band of 25-50%.
Coordinated Financial Services, Inc.
| Title | Principal |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2023 |
Ima Advisory Services, Inc.
| Title | Executive Vice President |
| Ownership | Under 5% |
| Control person | No |
| Since | 2026 |