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RIA / WealthAdvisor27 years in industry

MICHAEL ANDREW COELHO

Advisor at CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC

Austin, TX | NEWPORT BEACH, CA

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Search this name across graphsid dfx:ria:183f3b1d-9edb-9cc5-cdb1-56e410f6da6d

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:40 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 0
On other graphs: 0
Observed: May 11, 2004 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 30, 1998earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 14derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Sep 30, 1998
First registration: May 11, 2004
Dual registered: no
IAPD individual key: 2725593

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC	Institutional manager	Apr 19, 2012	n/a	yes	NEWPORT BEACH, CA\|Austin, TX	Current employment
FINANCIAL TELESIS, INC.	Former SEC adviser	Jun 15, 2010	May 25, 2011	no	SAN RAFAEL, CA\|ANAHEIM, CA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Sep 8, 2009	Dec 18, 2009	no	ANAHEIM, CA	Previous registration
INVESTLINC WEALTH SERVICES	n/a	Jun 3, 2009	Jun 21, 2011	no	ANAHEIM, CA	Previous registration
WELLSPRING WEALTH MANAGEMENT LLC	Independent wealth	Oct 15, 2007	Mar 30, 2009	no	ANAHEIM, CA	Previous registration
ASSOCIATED PLANNERS INVESTMENT ADVISORY INC	n/a	Oct 3, 2007	Sep 24, 2009	no	ANAHEIM, CA	Previous registration
ASSOCIATED SECURITIES CORP.	n/a	Oct 3, 2007	Sep 8, 2009	no	BOSTON, MA\|ANAHEIM, CA	Previous registration
HORNOR, TOWNSEND & KENT, LLC	Independent wealth	Oct 27, 2004	Sep 12, 2007	no	ANAHEIM, CA\|ANAHEIM, CA\|ANAHEIM, CA	Previous registration
INVESTLINC WEALTH SERVICES	n/a	May 11, 2004	Apr 6, 2005	no	ANAHEIM, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
INVESTLINC WEALTH SERVICES	LPL FINANCIAL LLC	Jun 21, 2011	Sep 8, 2009	-651	Firm change after gap	Other
FINANCIAL TELESIS, INC.	CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC	May 25, 2011	Apr 19, 2012	330	Firm change	Other
LPL FINANCIAL LLC	FINANCIAL TELESIS, INC.	Dec 18, 2009	Jun 15, 2010	179	Firm change	Other
ASSOCIATED PLANNERS INVESTMENT ADVISORY INC	WELLSPRING WEALTH MANAGEMENT LLC	Sep 24, 2009	Oct 15, 2007	-710	Firm change after gap	Other
ASSOCIATED SECURITIES CORP.	ASSOCIATED PLANNERS INVESTMENT ADVISORY INC	Sep 8, 2009	Oct 3, 2007	-706	Firm change after gap	Other
WELLSPRING WEALTH MANAGEMENT LLC	INVESTLINC WEALTH SERVICES	Mar 30, 2009	Jun 3, 2009	65	Firm change	Other
HORNOR, TOWNSEND & KENT, LLC	ASSOCIATED SECURITIES CORP.	Sep 12, 2007	Oct 3, 2007	21	Firm change	Other
INVESTLINC WEALTH SERVICES	HORNOR, TOWNSEND & KENT, LLC	Apr 6, 2005	Oct 27, 2004	-161	Firm change after gap	Other

Relationships

Registered with (8)

→ CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLCRegistered adviserregistration: current employment
Apr 19, 2012 to presentfactForm ADV
→ INVESTLINC WEALTH SERVICESRegistered adviserregistration: previous registration
Jun 3, 2009 to Jun 21, 2011factForm ADV
→ FINANCIAL TELESIS, INC.Registered adviserregistration: previous registration
Jun 15, 2010 to May 25, 2011factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Sep 8, 2009 to Dec 18, 2009factForm ADV
→ ASSOCIATED PLANNERS INVESTMENT ADVISORY INCRegistered adviserregistration: previous registration
Oct 3, 2007 to Sep 24, 2009factForm ADV
→ ASSOCIATED SECURITIES CORP.Registered adviserregistration: previous registration
Oct 3, 2007 to Sep 8, 2009factForm ADV
→ WELLSPRING WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
Oct 15, 2007 to Mar 30, 2009factForm ADV
→ HORNOR, TOWNSEND & KENT, LLCRegistered adviserregistration: previous registration
Oct 27, 2004 to Sep 12, 2007factForm ADV

Dated events

No dated event names this entity yet.