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RIA / WealthAdvisorCertified Financial Planner12 years in industry

MICHAEL JOHN COAKLEY

Advisor at WEALTHSPIRE RETIREMENT ADVISORY

South Jordan, UT | ALISO VIEJO, CA

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Search this name across graphsid dfx:ria:96700487-a115-e27c-2d0d-6d64c3f54792

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Apr 21, 2016 to Sep 14, 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: WEALTHSPIRE RETIREMENT ADVISORY
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: Apr 16, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Apr 16, 2014
First registration: Apr 21, 2016
Dual registered: no
Other names: MIKE JOHN COAKLEY
IAPD individual key: 6303849

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
WEALTHSPIRE RETIREMENT ADVISORY	Institutional manager	Jun 3, 2025	n/a	yes	South Jordan, UT\|ALISO VIEJO, CA	Current employment
KESTRA ADVISORY SERVICES, LLC	Bd affiliated wealth	Oct 31, 2019	Apr 29, 2025	no	AUSTIN, TX\|Lehi, UT\|South Jordan, UT	Previous registration
VALIC FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Jul 8, 2016	Oct 26, 2016	no	SALT LAKE CITY, UT	Previous registration
HORNOR, TOWNSEND & KENT, LLC	Independent wealth	Apr 21, 2016	Jul 14, 2016	no	Holladay, UT	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
KESTRA ADVISORY SERVICES, LLC	WEALTHSPIRE RETIREMENT ADVISORY	Apr 29, 2025	Jun 3, 2025	35	Firm change	Other
VALIC FINANCIAL ADVISORS, INC.	KESTRA ADVISORY SERVICES, LLC	Oct 26, 2016	Oct 31, 2019	1,100	Firm change after gap	Other
HORNOR, TOWNSEND & KENT, LLC	VALIC FINANCIAL ADVISORS, INC.	Jul 14, 2016	Jul 8, 2016	-6	Firm change	Other

Relationships

Registered with (4)

→ WEALTHSPIRE RETIREMENT ADVISORYRegistered adviserregistration: current employment
Jun 3, 2025 to presentfactForm ADV
→ KESTRA ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Oct 31, 2019 to Apr 29, 2025factForm ADV
→ VALIC FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Jul 8, 2016 to Oct 26, 2016factForm ADV
→ HORNOR, TOWNSEND & KENT, LLCRegistered adviserregistration: previous registration
Apr 21, 2016 to Jul 14, 2016factForm ADV

Dated events

Occurred
Apr 29, 2025
Advisor changed firm
Michael John Coakley left Kestra Advisory Services, Llc for Wealthspire Retirement Advisory (registered 2025-06-03)
Form ADVobserved 6 days ago