Michael S. Corbett

WEALTHEQ

Erie, CO 80516

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CRD#: 6703519

Professional summary

Michael Sutton Corbett, CFP®, who also goes by Michael Corbett, is a registered financial advisor currently at WEALTHEQ located in Erie, Colorado.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Michael has worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael Corbett

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Sutton Corbett's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

February 22, 2023 - Present

WEALTHEQ

Office #1: 1804 Alpine Dr, Erie, CO 80516

RIA

CRD#: 324498

Erie, CO

Past

December 6, 2019 - January 2, 2023

INNOVEST PORTFOLIO SOLUTIONS LLC

RIA

CRD#: 106110

DENVER, CO

Past

October 11, 2016 - September 26, 2019

BESSEMER INVESTOR SERVICES, INC.

CRD#: 17442

DENVER, CO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(2/22/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 10/31/2016

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/11/2016

General Securities Representative Examination

Current Firm

WEALTHEQ

WEALTHEQ | WEALTHEQ LLC

CRD#: 324498 / SEC#:

Colorado

Registered Investment Advisory firm - (2/22/2023 Approved)

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Contact information

Main Address

1804 Alpine Dr, Erie, CO 80516

Mailing Address

Phone number

(720) 636-1998

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	34
AUM (Assets Under Management)	$ 20,035,688

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Michael S. Corbett

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Sutton Corbett's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEALTHEQ

INNOVEST PORTFOLIO SOLUTIONS LLC

BESSEMER INVESTOR SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 10/31/2016

SIE

Date: 10/1/2018

Series 7

Date: 10/11/2016

Current Firm

WEALTHEQ

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WEALTHEQ

TRUST BUT VERIFY

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