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Wealthspire Retirement Advisory CRD 121254
$38.6B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-06-03 |
Branch Locations
120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States
489 W South Jordan Pkwy Suite 310, South Jordan, UT 84095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Salt Lake City | UT | 06/2016 | 10/2016 |
| Utah Retirement | Salt Lake City | UT | 10/2016 | 09/2019 |
| Nfp Corp | Lehi | UT | 09/2019 | 10/2025 |
| Kestra Investment Services, Llc | Lehi | UT | 10/2019 | 04/2025 |
| Kestra Advisory Services, Llc | Lehi | UT | 10/2019 | 04/2025 |
| Wealthspire Retirement Advisory | Aliso Viejo | CA | 10/2025 | Present |
Michael Coakley is separately licensed as an independent insurance agent. In this capacity, he can effect transactions in insurance products for his clients and earn commissions for these activities. The fees you pay our firm for advisory services are separate and distinct from the commissions earned by Mr. Coakley for insurance related activities. This presents a conflict of interest because Mr. Coakley may have an incentive to recommend insurance products to you for the purpose of generating commissions rather than solely based on your needs. However, you are under no obligation, contractually or otherwise, to purchase insurance products through any person affiliated with our firm.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 2014-04-16 |
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