COASTAL FINANCIAL SERVICES, INC.
SPRING HILL, FLORIDA

Founded on September 26, 2000, Coastal Financial Services, Inc., is a distinguished financial services firm based in Spring Hill, Florida. It operates as a domestic public stock (DOMP) company with the filing number P00000090950 under the registration of the state of Florida. The mailing address is located at 5143 Commercial Way, Spring Hill, FL 34606. Michael J Kierzynski serves as president and is among the key individuals licensed through Investacorp, Inc., a registered broker-dealer and member of both FINRA and SIPC. With licenses in FINRA series 7, 26, 63, and 65, Mr. Kierzynski prioritizes wealth analysis combined with tax-efficient investment strategies to serve his clients' financial goals. The company, whose last annual report was filed on April 18, 2024, for the year ended the same day, emphasizes compliance by ensuring that all activities are conducted only in states where its licensed personnel hold appropriate registrations. Potential business inquiries from unlicensed states require proper state registration before business transactions can proceed. Notable leadership figures include Mr. Kierzynski as Director Vice President and Joseph K. Hofmeister as Chairman of the Board, who guide Coastal Financial Services with a commitment to excellence in financial planning and advisory services. The organization's professional ethos aligns closely with its history and mission to provide high-caliber financial solutions. Further information about their services and expertise can be accessed through their official website at coastalfinancialservices.com.