Michael Corrigan
Advisor at The Advocate Group, LLC
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.
Advisor at The Advocate Group, LLC
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.
Location
Minnetonka, MN 55305
Credentials
CFP®, Series 66
Industry experience
12 years
Michael Corrigan is a CFP® professional with 12 years of industry experience, currently serving as an advisor at The Advocate Group, LLC. He has been with the firm and its predecessor entities since 2011. In addition to his advisory role, he is licensed as an insurance agent and engages in the sale of various insurance products. The Advocate Group serves individual clients, including senior officers of large companies, high net worth individuals, retirement plans, trusts, and business entities by providing financial planning and ongoing investment management. The firm emphasizes a comprehensive financial planning approach to drive asset allocation and actively monitors customized portfolios, with discretionary account supervision and insurance services available upon client request.
Based on The Advocate Group, LLC
Financial planning fees typically range from $2,500 to $20,000 initially, and $1,500 to $15,000 for ongoing annual financial planning.
$0 - $2,000,000: 0.95% $2,000,001+: 0.75% to 0.35% (tiered down to 0.35%)
Commissions earned on insurance products sold by associated persons acting as independent insurance agents.
601 Carlson Parkway, Suite 1100
Minnetonka, MN 55305
Minnesota · Texas
The Advocate Group, LLC
2019 - Present (7 years)
The Advocate Group, LLC
2017 - Present (9 years)
The Advocate Group, LLC
2014 - 2017 (3 years)
TAG Financial Services, Inc.
2011 - 2022 (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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.
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")