Michael Lewis Stokes

Current Employers

The Financial Coaching Group, Inc.

23332 Mill Creek Drive Suite 105, Laguna Hills, CA 92653 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-12-01

CA RA
APPROVED

Since 2025-12-01

Branch Locations

23332 Mill Creek Drive Suite 105, Laguna Hills, CA 92653 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Innovative Retirement Solutions & Insurance Services	Irvine	CA	06/2004	Present
The Financial Coaching Group	Irvine	CA	06/2009	12/2018
The Financial Coaching Group, Inc.	Irvine	CA	01/2019	Present

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

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2008-06-02

S65 Uniform Investment Adviser Law Examination

2008-06-02

View on SEC IAPD

Current Employers

The Financial Coaching Group, Inc.

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

Reviews