Corey Dillon Palakovic

Employer firm

Money Concepts Capital Corp CRD 12963

$4.07B regulatory AUM 1,108 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• GENERAL CONSULTING SERVICES

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

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

Current Employers

Employment History

• 11/2023 → Present
  Wisebridge Wealth Management
  Sidney, OH
• 02/2020 → 12/2023
  Austin Peay State University
  Clarksville, TN
• 03/2020 → 05/2022
  Us Patriot Tactical
  Oak Grove, KY
• 10/2016 → 02/2020
  Us Army
  Colorado Springs, CO
• 02/2016 → 09/2016
  Mcdonalds
  Spring Hill, TN
• 06/2024 → Present
  Money Concepts Capital Corp.
  Palm Beach Gardens, FL

Other Businesses

WiseBridge Wealth Management, LLC. Non-investment related. Address: 411 W. Russell Rd. Sidney, OH 45365 Nature of Business: Retirement planning and financial planning Position: Financial Professional Relationship: Employee Start Date: 11/13/2023 Hours a month: 140 hrs Hours during security trading hours: 140 hrs Duties: client meetings, meeting prep, financial planning, CRM and Software, answering the phones, and paperwork for accounts.

Exams

• S66 Uniform Combined State Law Examination
  2024-10-02