# Coordinated Financial Management

> Coordinated Financial Management is a state-registered investment advisory firm, registered since 1993, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 1, 2026.

- CRD: 116854
- Filed as: COORDINATED FINANCIAL MANAGEMENT
- Legal name: Hastings, Michael Dean
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Kansas
- Filing period: October 2026
- Form ADV filing dated: April 1, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/116854
- AdvisorCensus page: https://advisorcensus.com/firm/coordinated-financial-management-116854

## Quick answers

**How is Coordinated Financial Management compensated?**
On its Form ADV (Item 5.E, October 2026), Coordinated Financial Management reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Coordinated Financial Management registered with the SEC or a state?**
Coordinated Financial Management is a state-registered investment advisory firm, registered since 1993. Status as filed: APPROVED. CRD 116854.

**How much does Coordinated Financial Management manage?**
Coordinated Financial Management reports $3,052,000 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (100% discretionary).

**What types of clients does Coordinated Financial Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (11); charitable organizations (2); other (2).

**Does Coordinated Financial Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/116854

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $3,052,000
- Discretionary: $3,052,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $1,170,000 |
| High net worth individuals | 1 | $1,020,000 |
| Charitable organizations | 2 | $131,000 |
| Other | 2 | $731,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1993 (32 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: KS
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Coordinated Financial Management (CRD 116854): Form ADV filing data as of October 2026.