MC
Michael W. Corson
UNITED ADVISOR GROUP
Downers Grove, IL 60515
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CRD#: 7531375
MC
Professional summary
Michael Wesley Corson, who also goes by Mike Corson, is a registered financial advisor currently at UNITED ADVISOR GROUP located in Downers Grove, Illinois and BENEFIT FUNDING SERVICES, LLC located in Downers Grove, Illinois.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Michael has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Mike Corson
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.
1) Independent Insurance Agent
CRS (Client Relationship Summary) - RIA
Click below to view Michael Wesley Corson'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®
NoneExperience
Current
July 18, 2025 - Present
UNITED ADVISOR GROUP
Office #1: 4928 Main St., Downers Grove, IL 60515RIA
CRD#: 324205
Downers Grove, IL
Current
July 22, 2025 - Present
BENEFIT FUNDING SERVICES, LLC
BD
CRD#: 44079
Downers Grove, IL
Past
August 3, 2022 - July 21, 2025
THRIVENT INVESTMENT MANAGEMENT INC.
RIA
CRD#: 18387
DOWNERS GROVE, IL
Past
July 14, 2022 - July 21, 2025
THRIVENT INVESTMENT MANAGEMENT INC.
BD
CRD#: 18387
DOWNERS GROVE, IL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
UA
UNITED ADVISOR GROUP
ASCENSION FINANCIAL PARTNERS | WEALTH BY DESIGN | VERTICAL WEALTH PLANNING | UNITED ADVISOR GROUP, LLC | UNITED ADVISOR GROUP | TASIK FINANCIAL STRATEGIES | SUNSET WEALTH MANAGEMENT | STRATEGIC FINANCIAL | SORENSEN FINANCIAL | RJ BEUCLER FINANCIAL | RIGHTSELL & COMPANY | PLUM CREEK WEALTH ADVISORS | MUSTARD MONEY, LLC | MURPHY FINANCIAL GROUP | MICHIANA FINANCIAL PARTNERS, LLC DBA ZAYA WEALTH | MIAMI VALLEY FINANCIAL PARTNERS | LEGACY WEALTH MANAGEMENT, INC. | LEGACY WEALTH MANAGEMENT | KO-ADVISORS | IRONSIDE STRATEGIES | FTACEK FINANCIAL SERVICES | FRONTLINE WEALTH CARE | FLAT IRON WEALTH MANAGEMENT | DESERT GROVE INVESTMENTS | BOVE CONNOLLY TAYLOR FINANCIAL GROUP | BHT WEALTH MANAGEMENT | BENEFIT FINANCIAL SERVICES
CRD#: 324205 / SEC#: 801-127090
RIA
Registered Investment Advisory firm - (1/5/2023 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Illinois(7/18/2025)
RR
Illinois(7/22/2025)
IAR
Texas(7/18/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 7/14/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
UA
UNITED ADVISOR GROUP
ASCENSION FINANCIAL PARTNERS | WEALTH BY DESIGN | VERTICAL WEALTH PLANNING | UNITED ADVISOR GROUP, LLC | UNITED ADVISOR GROUP | TASIK FINANCIAL STRATEGIES | SUNSET WEALTH MANAGEMENT | STRATEGIC FINANCIAL | SORENSEN FINANCIAL | RJ BEUCLER FINANCIAL | RIGHTSELL & COMPANY | PLUM CREEK WEALTH ADVISORS | MUSTARD MONEY, LLC | MURPHY FINANCIAL GROUP | MICHIANA FINANCIAL PARTNERS, LLC DBA ZAYA WEALTH | MIAMI VALLEY FINANCIAL PARTNERS | LEGACY WEALTH MANAGEMENT, INC. | LEGACY WEALTH MANAGEMENT | KO-ADVISORS | IRONSIDE STRATEGIES | FTACEK FINANCIAL SERVICES | FRONTLINE WEALTH CARE | FLAT IRON WEALTH MANAGEMENT | DESERT GROVE INVESTMENTS | BOVE CONNOLLY TAYLOR FINANCIAL GROUP | BHT WEALTH MANAGEMENT | BENEFIT FINANCIAL SERVICES
CRD#: 324205 / SEC#: 801-127090
RIA
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Contact information
Main Address
8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242
Mailing Address
Phone number
(888) 242-4912
Established
Firm type
Fiscal year end
# of Employees
61
SEC notice filing (36 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,875 |
| AUM (Assets Under Management) | $ 1,091,628,945 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
