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Corbett Atwell McKinney

Osaic Wealth, Inc.

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About Corbett Atwell McKinney

Corbett McKinney is an investment advisor representative registered with Osaic Wealth, Inc. Corbett's current registration was approved in January 2025 and is active in the state of Illinois. Corbett is also licensed as a Registered Representative (Series 7) and has passed the Securities Industry Essentials Examination (SIE). Corbett has experience working for a variety of firms, including Wildes Financial Strategies, Inc., MassMutual Commonwealth and Lincoln Financial Advisors Corporation. Corbett's current firm, Osaic Wealth, Inc. is an investment advisor that provides a variety of financial services including financial planning, portfolio management for individuals and businesses, pension consulting and educational seminars.

Firm Information

Corbett McKinney is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Corbett McKinney’s Registration & Firm History

IL

01/24/2025 - Present

Osaic Wealth, Inc. (CHICAGO IL)

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Licenses & Designations

IA

Issued 12/07/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/28/2024

Series 7TO - General Securities Representative Examination

BC

Issued 09/09/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Corbett Atwell McKinney.
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