Michael
Shively
Corient
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About this Advisor
Michael Shively is a financial advisor based in Indianapolis, Indiana, working with Corient. Michael has previously held positions at Charles Schwab & Co., Inc, Towne Park, LTD, Pizza Hut, Crew Car Wash, Indiana University Purdue University Indianapolis, Wellington Wealth Strategies, LLC, Guardian Life Insurance Company, Park Avenue Securiites, The Wellington Grp LLC, Corient, and Corient Services LLC. Michael has passed the Series 66 regulatory exam and is registered to provide services in Indiana. Currently, Michael is part of Corient, which operates out of Indianapolis, Indiana. The firm has 36 offices and 1,181 employees. Corient manages assets totaling $143.6 billion and serves charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, market timing services, and educational seminars. The fee structure at Corient includes asset-based, hourly, fixed, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Corient Brokerage Details
$143,628,532,902
1,181
109,685
$1,309,464
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Market timing services
- Educational seminars/workshops
Michael Shively Work History
Corient
Corient Services LLC
The Wellington Grp LLC
Wellington Wealth Strategies, LLC
Guardian Life Insurance Company
Park Avenue Securiites
Charles Schwab & Co., Inc
Crew Car Wash
Towne Park, LTD
Indiana University Purdue University Indianapolis
Pizza Hut
Disclosures
Please visit the SEC profile of Michael Shively to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Corient
San Francisco, CA
Columbus, OH
San Diego, CA
Morristown, NJ
Newport Beach, CA
Boston, MA
Seattle, WA
New York, NY
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