Michael Andrew Coelho

Employer firm

Creative Planning Institutional Advisors, LLC CRD 126777

$37.5B regulatory AUM 1,732 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 05/2011 → Present
  Creative Planning Institutional Advisors, Llc
  Newport Beach, CA
• 01/2013 → 11/2019
  Cetera Advisor Networks Llc
  El Segundo, CA

Previous Registrations

• 2009-06-03 → 2011-06-21
  Investlinc Wealth Services
  Anaheim, CA
• 2010-06-15 → 2011-05-25
  Financial Telesis Inc
  San Rafael, CA
  Anaheim, CA
• 2009-09-08 → 2009-12-18
  Lpl Financial Llc
  Anaheim, CA
• 2007-10-03 → 2009-09-24
  Associated Planners Investment Advisory Inc
  Anaheim, CA
• 2007-10-03 → 2009-09-08
  Associated Securities Corp.
  Boston, MA
  Anaheim, CA
• 2007-10-15 → 2009-03-30
  Wellspring Wealth Management Llc
  Anaheim, CA
• 2004-10-27 → 2007-09-12
  Hornor, Townsend & Kent, Llc
  Anaheim, CA
  Anaheim, CA
  Anaheim, CA
• 2004-05-11 → 2005-04-06
  Investlinc Wealth Services
  Anaheim, CA

Other Businesses

1. FIXED INSURANCE PRODUCTS:, LIFE, HEALTH, DISABILITY, AND ANNUITIES; 2. GALLAGHER, NOT INVESTMENT RELATED, 2030 MAIN STREET, IRVINE, CA 92614, EMPLOYEE/GROUP BENEFITS, START 04/01/2012, 0HRS/WK (NON-TRADING HOURS), MANAGE RELATIONSHIPS; 3. NAME OF OTHER BUSINESS: RETIREMENT ADVISOR COUNCIL INVESTMENT RELATED: YES ADDRESS: 61 RAINBOW ROAD EAST GRANBY CT 06026 NATURE OF BUSINESS: ADVISORY COUNCIL FOR THE BETTERMENT OF THE RETIREMENT INDUSTRY START DATE: 1/2016 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF TRADING HOURS PER WEEK: 1 POSITION/TITLE/RELATIONSHIP: COUNCIL MEMBER BRIEF DESCRIPTION OF DUTIES: ON PUBLIC RELATIONS COMMITTEE, SPREADING THE WORD ABOUT THE RETIREMENT INDUSTRY 4. NAME OF OTHER BUSINESS: BAYLOR UNIVERSITY INVESTMENT RELATED: NO ADDRESS: ONE BEAR PLACE #97050, WACO, TX 76798 NATURE OF BUSINESS: EDUCATION START DATE: 3/2017 POSITION/TITLE/RELATIONSHIP: AMBASSADOR APX NUMBER OF HOURS PER WEEK: VARIES NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: NETWORKING, MENTORING AND DISCUSSION ABOUT BAYLOR UNIVERSITY. 5. 1.NAME OF OTHER BUSINESS: SAGEVIEW ADVISORY GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ADVISORY BUSINESS POSITION/TITLE/RELATIONSHIP: ADVISORY REPRESENTATIVE START DATE: 04/2011 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: ASSET MANAGEMENT 6. NAME OF OTHER BUSINESS: DBA SAGEVIEW ADVISORY GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 04/2011 POSITION/TITLE/RELATIONSHIP: REGISTERED REPRESENTATIVE APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES Sigma Alpha Epsilon Alumni Advisor; Helping current students navigate Fraternity Life; 1/1/2021; 4 hours per year.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-04-17
• S63 Uniform Securities Agent State Law Examination
  1998-09-30