Colorado Financial Service Corporation
- Regulatory AUM
- $84.1M
- Discretionary
- $84.1M
- Clients
- 188
- Avg AUM / client
- $447K
- Accounts
- 188
- Employees
- 38
AUM over time
Annual snapshots from Form ADV filings · as of Jun 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 188 | $84.1M | 100.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Scpmg Keogh Plan Southern California Permanente Medical Group | 2024 |
People (17)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Chester Joseph Hebert | Chairman & Chief Executive Officer | Mar 2006 (20y) | 75% or more of Tcd Development Corp. (indirect) | |
| Kyong H Kim | Chief Compliance Officer & Director Risk Management | Jul 2012 (14y) | Less than 5% | |
| Lund, Kent Jeffrey | President, Chief Operating Officer | Mar 2013 (13y) | Less than 5% | |
| Ron Adelstein | Registered representative | Jul 2012 (14y) | ||
| Matthew David Daugherty | Registered representative | May 2016 (10y) | ||
| Nick Jason Hubbard | Registered representative | Feb 2017 (9y) | ||
| David Winston Traylor | Registered representative | Apr 2017 (9y) | ||
| William Dan Gotses | Registered representative | May 2017 (9y) | ||
| Rodney Wayne Stone | Registered representative | CFP | Jan 2018 (9y) | |
| John William Cooley | Registered representative | Apr 2018 (8y) | ||
| Danielle Lynn Moskowitz | Registered representative | May 2018 (8y) | ||
| Steven Brian Shaiman | Registered representative | Jul 2018 (8y) | ||
| Christine Clarissa Narayan | Registered representative | Apr 2020 (6y) | ||
| Thomas R Thalman | Registered representative | CFP | Sep 2023 (3y) | |
| John Caldwell Guilds | Registered representative | Mar 2025 (1y) | ||
| Adam James Woodworth | Registered representative | Apr 2025 (1y) | ||
| Robert Baker | Registered representative | Aug 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Tcd Development Corp | Owner | Nov 2007 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Scpmg Keogh Plan | Southern California Permanente Medical Group | 11,088 | $7.9B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/18/2026 | 1.35 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: FAILURE TO OBTAIN ANNUAL LICENSE - WITHIN THREE YEARS FROM EXPIRATION DATE OF LICENSE TO PRACTICE LAST OBTAINED. REVOCATION WITHOUT PREJUDICE, CERTIFICATE MAY BE REINSTATED UPON PAYMENT OF REQUIRED FEES AND COMPLETION OF REQUIRED CONTINUING EDUCATION. Status: Final Sanction Detail: NONE Summary: MR. MADORSKY WAS EMPLOYED BY TWO (2) ACCOUNTING TEMPORARY FIRMS (INTERIM ACCOUNTING AND ROBERT HALF/ACCOUNTING TEMPS), NEITHER WAS BROKER DEALER NOR INVESTMENT RELATED. MR. MADORSKY COMPLETED REQUIRED CONTINUING PROFESSION EDUCATION AND PAID REQUIRED FEES; LICENSE TO PRACTICE ACCOUNTING REINSTATED JUNE 2004 AND IS CURRENT.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 18, 2026.
View current Form ADV (SEC/IAPD) ↗