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Corey B

Series 65

Rochester, MN

Ataraxis Financial

Corey Black is a financial advisor at Ataraxis Financial, LLC with a Series 65 credential and one year of industry experience. Prior to joining Ataraxis Financial, he worked in education, including roles at Triton Public Schools and Albert Lea Area Schools. Ataraxis Financial serves individuals, families, small-business retirement plans, trusts, and estates by providing financial planning, consulting, and portfolio management services. The firm manages approximately $42 million in client assets and emphasizes non-discretionary account management with strategic asset allocation using exchange-traded funds and investment-grade bonds.

Passive / index investing General retirement planning
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Michael B

Series 63, Series 66

Rochester, MN

Ataraxis Financial

Michael Black is a financial advisor at Ataraxis Financial with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ataraxis Financial since 2010, with prior roles at Waddell & Reed and various insurance carriers. Ataraxis Financial provides financial planning, consulting, and portfolio management to individuals, families, small-business retirement plans, trusts, and estates. The firm serves approximately 106 client relationships with about $50.7 million in assets under management and operates on a non-discretionary basis, focusing on investment-grade bonds and exchange-traded funds supported by a combination of technical, fundamental, cyclical, and economic analyses.

Passive / index investing General retirement planning
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