Coordinated Financial Group Employee Directory

Financial ServicesTexas, United States2-10 Employees

"We will serve out clients with quality products & service to achieve their goals & secure their financial futures. We will provide excellent companies, service & a professional work culture for our associates."

Representatives offer products and services using the following business names: Coordinated Financial Group – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA(www.finra.org)/SIPC(www.sipc.org) – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Coordinated Financial Group.
Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.
Information posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by AIC, AAS or their representatives. Their information is believed to be from reliable sources; however, their content cannot be guaranteed.

Find Coordinated Financial Group employees' phone numbers or email addresses

Coordinated Financial Group Global Highlights

Location
Employees

North America
13

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  • United States Of America
    13

Coordinated Financial Group's Leadership

  • Stylized image of a person
    A. E. R.
    Financial Advisor
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  • Stylized image of a person
    D. G.
    Financial Consultant
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  • Stylized image of a person
    M. H.
    General Agent
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  • Stylized image of a person
    R. M.
    Master Consultant
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  • Stylized image of a person
    D. Z.
    Financial Advisor
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  • Stylized image of a person
    D. A.
    Field Sales Representative
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  • Stylized image of a person
    A. I. N.
    Financial Advisor
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  • Stylized image of a person
    S. P.
    Insurance Representative
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Coordinated Financial Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Sales
  • Accounting
  • Administrative
  • Other

Contact profiles from Coordinated Financial Group

Name
Title
Contact Info
Location
Last Update
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    A. E. R.
    Financial Advisor
    Phone icon
    United StatesTexas
    Feb 18, 2026
  • Stylized image of a person
    D. G.
    Financial Consultant
    Phone icon
    United StatesTexas
    Nov 10, 2025
  • Stylized image of a person
    M. H.
    General Agent
    Phone icon
    United StatesTexas
    Oct 23, 2025
  • Stylized image of a person
    R. M.
    Master Consultant
    Phone icon
    United StatesMaryland
    Nov 17, 2025
  • Stylized image of a person
    D. Z.
    Financial Advisor
    Phone icon
    United StatesTexas
    Mar 28, 2025
  • Stylized image of a person
    D. A.
    Field Sales Representative
    Phone icon
    United StatesTexas
    Nov 17, 2025
  • Stylized image of a person
    A. I. N.
    Financial Advisor
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    S. P.
    Insurance Representative
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    Oct 21, 2024
  • Stylized image of a person
    B. C. C.
    Phone icon

Frequently Asked Questions

What is Coordinated Financial Group known for?

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Coordinated Financial Group was founded in 1984 operates in the Financial Services industry. The company's main headquarters is located in 13809 Research Boulevard Suite 205 Austin, Texas 78750 United States; you can contact the main corporate office by phone at . Explore Coordinated Financial Group's company overview page for more information.

What is Coordinated Financial Group's most common email format?

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Coordinated Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Coordinated Financial Group email formats with LeadIQ.

How many employees does Coordinated Financial Group have currently?

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Coordinated Financial Group has approximately 10 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Coordinated Financial Group's key employees and leadership?

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As of February 2026, Coordinated Financial Group's key employees include:

  • Financial Advisor: A. E. R.
  • Financial Consultant: D. G.
  • General Agent: M. H.
  • Master Consultant: R. M.
  • Financial Advisor: D. Z.

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