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Michael Lee Corrigan

Investment adviser representative at The Advocate Group, LLC
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$809.9MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

15 years in the industry.

  1. The Advocate Group, LLCJan 2014 to now
  2. Tag Financial Services, IncNov 2011 to Dec 2022

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2005

State registrations

Registered as an investment adviser representative in 2 states (MN, TX).

The Advocate Group, LLC

$809.9MAssets managed
394Clients
9Advisers
15 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4666812
Firm CRD
155270
Advisor's SEC record (opens in a new tab)
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