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Michael Hastings

Advisor at Coordinated Financial Management

Updated today

Firm

Coordinated Financial Management

Location

Wichita, KS 67202

Credentials

Series 63, Series 65

Industry experience

32 years

About

Michael Hastings is a financial advisor with Coordinated Financial Management in Wichita, KS, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with Coordinated Financial Management since 1994. Hastings serves as President of Plastics Recycling of Kansas, Inc., a nonprofit organization focused on recycling initiatives. Coordinated Financial Management is a single-advisor independent firm managing approximately $2.9 million for individuals, couples, companies, and charitable organizations. The firm emphasizes value investing through fundamental and technical analysis, offering discretionary portfolio management and integrated financial planning tailored to client needs.

Client services

Based on Coordinated Financial Management

Financial planning Portfolio management

Expertise

Based on Coordinated Financial Management

Wealth management Retirement income strategy Tax-loss harvesting Active portfolio management

Occupation focus

Based on Coordinated Financial Management

Retired

Fee options

Percentage

$0 - $100,000: 1.25% $100,001 - $500,000: 1.00% $500,001+: 0.80%

Project-based

$75 per hour for financial planning and portfolio analysis

Location

212 N. Market, Suite 258

Wichita, KS 67202

Most active in

Kansas

Work history

Coordinated Financial Management

1994 - Present (32 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Warmer team member

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