Michael Lewis Stokes

Employer firm

The Financial Coaching Group, Inc. CRD 150371

$28.0M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2004 → Present
  Innovative Retirement Solutions & Insurance Services
  Irvine, CA
• 06/2009 → 12/2018
  The Financial Coaching Group
  Irvine, CA
• 01/2019 → Present
  The Financial Coaching Group, Inc.
  Irvine, CA

Previous Registrations

• 2008-06-04 → 2009-05-13
  First Financial Advisors, Llc
  Irvine, CA
  Easley, SC

Other Businesses

INNOVATIVE RETIREMENT SOLUTIONS & INSURANCE SERVICES - NOT INVESTMENT RELATED - IRVINE, CALIFORNIA - INSURANCE & ANNUITY SALES - PRESIDENT/OWNER - 01/2004 - 160 HOURS - 160 HOURS - PROVIDE INSURANCE AND ANNUITY ADVICE RELATED TO RETIREMENT PLANNING, LIABILITY MANAGEMENT AND ESTATE PLANNING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-06-02