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Corrinne M. Rivers

THEORY PLANNING PARTNERS
Fort Pierce, FL
Some features on this profile are disabled
CRD#: 7635798
CR

Professional summary

Corrinne Marie Rivers, who also goes by Corrinne Marie Mckenna, is a registered financial advisor currently at THEORY PLANNING PARTNERS located in Fort Pierce, Florida.

Corrinne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Corrinne has worked at 3 firms .

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Corrinne Marie Mckenna

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 Corrinne Marie Rivers'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®
None

Experience

Current

January 13, 2026 - Present

THEORY PLANNING PARTNERS

RIA
CRD#: 308877
Fort Pierce, FL
Past

August 5, 2025 - September 1, 2025

CHILDFREE WEALTH

RIA
CRD#: 316489
Fort Pierce, FL
Past

May 12, 2023 - December 11, 2025

ELLEVEST

RIA
CRD#: 175476
Fort Pierce, FL
Past

September 19, 2022 - April 17, 2023

CHILDFREE WEALTH

RIA
CRD#: 316489
Lansdowne, VA

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
California
(1/13/2026)
IAR
Florida
(1/27/2026)
IAR
Louisiana
(2/12/2026)
IAR
Massachusetts
(1/27/2026)
IAR
New York
(1/13/2026)
IAR
North Carolina
(1/13/2026)
IAR
Texas
(1/13/2026)
IAR
Utah
(1/14/2026)
IAR
Washington
(1/13/2026)

Exams

Current Firm

TP
THEORY PLANNING PARTNERS
THEORY PLANNING PARTNERS | THEORY PLANNING PARTNERS, LLC

CRD#: 308877 / SEC#:

California
Registered Investment Advisory firm - (9/12/2025 Approved)
Florida
Registered Investment Advisory firm - (1/15/2025 Approved)
Louisiana
Registered Investment Advisory firm - (5/13/2020 Approved)
Massachusetts
Registered Investment Advisory firm - (5/6/2020 Approved)
New York
Registered Investment Advisory firm - (9/2/2025 Approved)
North Carolina
Registered Investment Advisory firm - (6/22/2023 Approved)
Texas
Registered Investment Advisory firm - (11/24/2025 Approved)
Utah
Registered Investment Advisory firm - (9/21/2023 Approved)
Washington
Registered Investment Advisory firm - (7/22/2024 Approved)
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Contact information

Main Address
Marblehead, MA
Mailing Address
Phone number
(617) 872-2790
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts223
AUM (Assets Under Management)$ 19,304,686

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.

Company Information

THEORY PLANNING PARTNERS

CRD#: 308877Fort Pierce, FL

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