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Michael Andrew Coracy

Advisor at OSAIC — Trenton, IL

Updated today

Credentials

Series 63, Series 65

Experience

27 years

Location

Trenton, IL 62293

OSAIC logo

OSAIC

Institution

Total advisors

7,847

Across 3,554 offices

Clients per advisor

73 Low

Avg AUM per client

$398,336 Typical

HNW client ratio

10% Low

About

Michael Coracy is a financial advisor at Osaic with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services Inc, Trinity Financial Group, and Sii Investments. He is also the owner of Selkirk Advisors, LP, a limited partnership involved in financial advising and insurance brokerage. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a model-based investment approach supported by portfolio optimization tools and offers a range of brokerage and advisory services through its multi-advisor platform.

Client services

Based on OSAIC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on OSAIC

Annuities Private / alternative investments

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally range from $500 to $25,000, can exceed for high net worth clients.

Percentage

$0+: Up to 3% annually for Plan Participant Retirement Program $0 - Program minimum varies by investment product and manager: Advisory fees negotiable; examples include up to 1.50% annually on certain program annuities $0+: Advisory Representatives negotiate fees individually, ranging up to several percentage points depending on service and client

Commissions

Advisory Representatives receive commissions on securities and insurance product sales made through the affiliated broker-dealer.

Project-based

Hourly rates for financial planning and consulting services generally range from $50 to $750 per hour.

Other

Account minimum: $5,500 Minimum fee: No specific minimum fee amount disclosed; fees are negotiable and negotiated individually by Advisory Representatives. Fee-only: Financial planning and consulting services offered on hourly basis ($0 - $750/hour) or fixed fee basis (up to $25,000 or more for complex cases).

Location

See office

Trenton, IL

485 E Broadway

Trenton IL 62293

Advisors at this office

1

Most active in

Illinois · Missouri · South Carolina · Texas · Wisconsin

Work history

27 years of industry experience

OSAIC

2024 - Present • 2 years

Trenton, IL

Woodbury Financial Services Inc

2018 - 2024 • 6 years

Trenton, IL

Trinity Financial Group

2012 - 2017 • 5 years

Belleville, IL

Sii Investments

2012 - 2017 • 5 years

Morton, IL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Blake F

CFP®, Series 66

O'Fallon, IL

Integrated Advisors Network LLC

I specialize in tax, estate, and retirement planning for high-net worth individuals. Rather than leading with products or quick fixes, I starts every relationship by understanding what matters most - your goals, your concerns, and the future you're working toward. I live with my wife and two kids in Aviston, IL and I love playing a round of golf, rooting on the Cardinals, and spending time with my family.

Wealth management Roth conversion strategy General tax planning Multi-generational wealth transfer Retirement income strategy Founder/Business Owner Executive Engineering Professional
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Grant F

Series 65

Highland, IL

Powers Advisory Group, LLC

Grant Fridley is a Series 65-licensed advisor at Powers Advisory Group, LLC with one year of industry experience. Prior to joining Powers Advisory Group, he spent three years at McKendree University and seven years at Wesclin CUSD3. Powers Advisory Group advises individuals, including high-net-worth clients, as well as corporations and employee benefit plans. The firm employs an ETF-based, asset-allocation investment approach focusing on quality securities and income growth, combining fundamental and technical analysis alongside financial planning and pension consulting.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.)
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Dalton P

CFP®, Series 65

O'Fallon, IL

Cambridge Capital Management, LLC

Dalton Powers is a CFP®-certified financial advisor at Cambridge Capital Management, LLC with two years of industry experience. Prior to joining Cambridge Capital Management, he worked in education at Southern Illinois University - Edwardsville, Southwestern Illinois College, Belleville East High School, and Pontiac Jr. High. Cambridge Capital Management is a four-advisor SEC-registered firm managing over $450 million for individuals, high-net-worth investors, and institutional clients. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting with a focus on individualized investment policies and a combination of actively managed and passive funds.

General retirement planning Retirement income strategy Retirement plans for business owners (SEP, solo 401k)
user avatar

Michael C

CFP®, Series 63, Series 65

O'Fallon, IL

Clark Wealth Partners, LLC

Michael Clark is a CFP® with 19 years of industry experience. He has worked at Clark Wealth Partners, LLC since 2016 and previously spent six years at Visionary Wealth Advisors. Clark is also licensed as an independent insurance agent, an activity to which he devotes less than one hour per month. Clark Wealth Partners, LLC is an SEC-registered investment adviser serving individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary portfolio management and financial planning, with portfolios tailored to clients’ risk tolerances and objectives using a range of investment vehicles and model portfolios.

General retirement planning Retirement income strategy Income planning Tax-loss harvesting
user avatar

Nathaniel K

CFP®, Series 63, Series 66

O'Fallon, IL

Cambridge Capital Management, LLC

Nathaniel Klitzing is a Certified Financial Planner™ with 19 years of industry experience, currently serving at Cambridge Capital Management, LLC. He has been with Cambridge Capital Management since 2008 and is also involved with Cambridge Real Estate Holdings, LLC, a commercial real estate holding company. Cambridge Capital Management is a four-advisor SEC-registered firm managing approximately $458 million for a diverse client base that includes individuals, high-net-worth investors, and various institutional entities. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting, employing a blend of actively managed and passive investments guided by both fundamental and technical analysis.

General retirement planning Retirement income strategy Retirement plans for business owners (SEP, solo 401k)
user avatar

Nicholas R

Series 65

Highland, IL

Powers Advisory Group, LLC

Nicholas Rutz is a Series 65-licensed advisor at Powers Advisory Group, LLC with two years of industry experience. He has been involved with Powers Advisory Group since 2023 and has additional business experience as the owner of a child care company and a real estate investment company. Prior to Powers Advisory Group, he was associated with Siblings & Company LLC and operated Rutz Group II DBA Popeye's Chop House. Powers Advisory Group serves individuals, including high-net-worth clients, as well as corporations and employee benefit plans by offering discretionary investment management, financial planning, and pension consulting. The firm’s investment approach focuses on ETF-based, asset-allocation portfolios emphasizing quality securities, current income, and dividend reinvestment.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.)
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