Corey Black
Advisor at Ataraxis Financial
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Corey Black is a financial advisor at Ataraxis Financial, LLC with a Series 65 credential and one year of industry experience. Prior to joining Ataraxis Financial, he worked in education, including roles at Triton Public Schools and Albert Lea Area Schools. Ataraxis Financial serves individuals, families, small-business retirement plans, trusts, and estates by providing financial planning, consulting, and portfolio management services. The firm manages approximately $42 million in client assets and emphasizes non-discretionary account management with strategic asset allocation using exchange-traded funds and investment-grade bonds.
Fee options
Fixed fees generally within the range of $900 to $7,500, negotiable
$375/hour
Fee-only: Hourly fee of $375/hour and/or fixed fee generally within the range of $900 to $7,500, negotiable
Location
Rochester, MN
Most active in
Corey B has reported serving >5 clients in these states in the last 12 months.
Minnesota
Work history
Ataraxis Financial, LLC
2025 - Present (1 year)
Triton Public Schools
2021 - Present (5 years)
Kasson Mantorville Schools
2020 - 2021 (1 year)
Albert Lea Area Schools
2013 - 2020 (7 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Peter M
CFP®, Series 63, Series 66
Rochester, MN
Superior Financial, LLC
Ryan H
CFP®, Series 63, Series 66
Byron, MN
Vision Financial Planning LLC
Donald J
CFP®, Series 63, Series 65
Rochester, MN
Adviser Financial Group, Inc
Matthew E
CFP®, Series 63, Series 66
Rochester, MN
Pulse Financial Planning
Ryan K
Series 65
Rochester, MN
RGA Investment Advisors, LLC
William M
Series 63, Series 65
Rochester, MN
TAG Wealth Advisors
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")