Michael John Coakley

Current Employers

Employment History

• 06/2016 → 10/2016
  Valic Financial Advisors, Inc.
  Salt Lake City, UT
• 10/2016 → 09/2019
  Utah Retirement
  Salt Lake City, UT
• 09/2019 → 10/2025
  Nfp Corp
  Lehi, UT
• 10/2019 → 04/2025
  Kestra Investment Services, Llc
  Lehi, UT
• 10/2019 → 04/2025
  Kestra Advisory Services, Llc
  Lehi, UT
• 10/2025 → Present
  Wealthspire Retirement Advisory
  Aliso Viejo, CA

Previous Registrations

• 2019-10-31 → 2025-04-29
  Kestra Advisory Services, Llc
  Austin, TX
  Lehi, UT
  South Jordan, UT
• 2016-07-08 → 2016-10-26
  Valic Financial Advisors, Inc.
  Salt Lake City, UT
• 2016-04-21 → 2016-07-14
  Hornor, Townsend & Kent, Llc
  Holladay, UT

Other Businesses

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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-02-19
• S63 Uniform Securities Agent State Law Examination
  2014-04-16

Designations

Other Names

• Mike John Coakley