Michael C. Coates
Portfolio Manager-Equities at Allworth Financial LP
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Andrew Roy Stout | M | - |
The Financial Network Group Ltd.
 The Financial Network Group Ltd. Investment ManagersFinance Founded in 1994, the Financial Network Group Ltd. is a registered investment advisor located in Cincinnati. The firm provides individual investors and businesses with comprehensive financial planning needs including investment portfolios, retirement, wealth transfer, life insurance and overall financial-related strategies
Allworth Financial LP
 Allworth Financial LP Investment ManagersFinance Allworth Financial LP is a SEC-registered investment advisor headquartered in Folsom, California. Formerly known as Hanson McClain LP, the firm was co-founded by Patrick McClain and Scott Hanson in 1993. They are owned and controlled by Allworth Financial Group LP, a holding company. Allworth Financial provides financial planning and investment management services primarily to retail clients and qualified retirement plans. | 11 years |
| Deanna Purvis | F | - |
Allworth Financial LP
Allworth Financial LP Investment ManagersFinance Allworth Financial LP is a SEC-registered investment advisor headquartered in Folsom, California. Formerly known as Hanson McClain LP, the firm was co-founded by Patrick McClain and Scott Hanson in 1993. They are owned and controlled by Allworth Financial Group LP, a holding company. Allworth Financial provides financial planning and investment management services primarily to retail clients and qualified retirement plans.
The Financial Network Group Ltd.
The Financial Network Group Ltd. Investment ManagersFinance Founded in 1994, the Financial Network Group Ltd. is a registered investment advisor located in Cincinnati. The firm provides individual investors and businesses with comprehensive financial planning needs including investment portfolios, retirement, wealth transfer, life insurance and overall financial-related strategies | 18 years |
| Alex Scott | M | - |
Allworth Financial LP
Allworth Financial LP Investment ManagersFinance Allworth Financial LP is a SEC-registered investment advisor headquartered in Folsom, California. Formerly known as Hanson McClain LP, the firm was co-founded by Patrick McClain and Scott Hanson in 1993. They are owned and controlled by Allworth Financial Group LP, a holding company. Allworth Financial provides financial planning and investment management services primarily to retail clients and qualified retirement plans.
The Financial Network Group Ltd.
The Financial Network Group Ltd. Investment ManagersFinance Founded in 1994, the Financial Network Group Ltd. is a registered investment advisor located in Cincinnati. The firm provides individual investors and businesses with comprehensive financial planning needs including investment portfolios, retirement, wealth transfer, life insurance and overall financial-related strategies | 17 years |
| Scott Hanson | M | - |
Allworth Financial LP
Allworth Financial LP Investment ManagersFinance Allworth Financial LP is a SEC-registered investment advisor headquartered in Folsom, California. Formerly known as Hanson McClain LP, the firm was co-founded by Patrick McClain and Scott Hanson in 1993. They are owned and controlled by Allworth Financial Group LP, a holding company. Allworth Financial provides financial planning and investment management services primarily to retail clients and qualified retirement plans. | 31 years |
| Patrick McClain | M | - |
Allworth Financial LP
Allworth Financial LP Investment ManagersFinance Allworth Financial LP is a SEC-registered investment advisor headquartered in Folsom, California. Formerly known as Hanson McClain LP, the firm was co-founded by Patrick McClain and Scott Hanson in 1993. They are owned and controlled by Allworth Financial Group LP, a holding company. Allworth Financial provides financial planning and investment management services primarily to retail clients and qualified retirement plans. | 31 years |
| David William Schauer | M | - |
Allworth Financial LP
Allworth Financial LP Investment ManagersFinance Allworth Financial LP is a SEC-registered investment advisor headquartered in Folsom, California. Formerly known as Hanson McClain LP, the firm was co-founded by Patrick McClain and Scott Hanson in 1993. They are owned and controlled by Allworth Financial Group LP, a holding company. Allworth Financial provides financial planning and investment management services primarily to retail clients and qualified retirement plans. | 20 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Steve Sprovach | M | - |
Allworth Financial LP
Allworth Financial LP Investment ManagersFinance Allworth Financial LP is a SEC-registered investment advisor headquartered in Folsom, California. Formerly known as Hanson McClain LP, the firm was co-founded by Patrick McClain and Scott Hanson in 1993. They are owned and controlled by Allworth Financial Group LP, a holding company. Allworth Financial provides financial planning and investment management services primarily to retail clients and qualified retirement plans.
The Financial Network Group Ltd.
The Financial Network Group Ltd. Investment ManagersFinance Founded in 1994, the Financial Network Group Ltd. is a registered investment advisor located in Cincinnati. The firm provides individual investors and businesses with comprehensive financial planning needs including investment portfolios, retirement, wealth transfer, life insurance and overall financial-related strategies | 30 years |
| Nathan Jacobs Bachrach | M | - |
The Financial Network Group Ltd.
The Financial Network Group Ltd. Investment ManagersFinance Founded in 1994, the Financial Network Group Ltd. is a registered investment advisor located in Cincinnati. The firm provides individual investors and businesses with comprehensive financial planning needs including investment portfolios, retirement, wealth transfer, life insurance and overall financial-related strategies | 25 years |
| Ed Finke | M | - |
The Financial Network Group Ltd.
The Financial Network Group Ltd. Investment ManagersFinance Founded in 1994, the Financial Network Group Ltd. is a registered investment advisor located in Cincinnati. The firm provides individual investors and businesses with comprehensive financial planning needs including investment portfolios, retirement, wealth transfer, life insurance and overall financial-related strategies | 25 years |
| Richard Scott Mayer | M | - |
Allworth Financial LP
Allworth Financial LP Investment ManagersFinance Allworth Financial LP is a SEC-registered investment advisor headquartered in Folsom, California. Formerly known as Hanson McClain LP, the firm was co-founded by Patrick McClain and Scott Hanson in 1993. They are owned and controlled by Allworth Financial Group LP, a holding company. Allworth Financial provides financial planning and investment management services primarily to retail clients and qualified retirement plans.
The Financial Network Group Ltd.
The Financial Network Group Ltd. Investment ManagersFinance Founded in 1994, the Financial Network Group Ltd. is a registered investment advisor located in Cincinnati. The firm provides individual investors and businesses with comprehensive financial planning needs including investment portfolios, retirement, wealth transfer, life insurance and overall financial-related strategies | 21 years |
| Adrienne Vannarsdall | F | - |
Northern Kentucky University
| 5 years |
| Joyce Marie Kesselring | F | - |
Allworth Financial LP
Allworth Financial LP Investment ManagersFinance Allworth Financial LP is a SEC-registered investment advisor headquartered in Folsom, California. Formerly known as Hanson McClain LP, the firm was co-founded by Patrick McClain and Scott Hanson in 1993. They are owned and controlled by Allworth Financial Group LP, a holding company. Allworth Financial provides financial planning and investment management services primarily to retail clients and qualified retirement plans.
The Financial Network Group Ltd.
The Financial Network Group Ltd. Investment ManagersFinance Founded in 1994, the Financial Network Group Ltd. is a registered investment advisor located in Cincinnati. The firm provides individual investors and businesses with comprehensive financial planning needs including investment portfolios, retirement, wealth transfer, life insurance and overall financial-related strategies | 13 years |
| Mark G. Brinker | M | - |
Northern Kentucky University
| 4 years |
| Bradley J. Groene | M | - |
Northern Kentucky University
| 4 years |
| Kris Kellinghaus | M | - |
Northern Kentucky University
| 4 years |
| Matthew Joseph Bonzella | M | - |
The Financial Network Group Ltd.
The Financial Network Group Ltd. Investment ManagersFinance Founded in 1994, the Financial Network Group Ltd. is a registered investment advisor located in Cincinnati. The firm provides individual investors and businesses with comprehensive financial planning needs including investment portfolios, retirement, wealth transfer, life insurance and overall financial-related strategies | 17 years |
| Kelly Elizabeth Owens | F | - |
Northern Kentucky University
| 1 years |
| Mike Murphy | M | - |
Northern Kentucky University
| 6 years |
| Yuri Danilchenko | M | - |
Northern Kentucky University
| 2 years |
| Adam Michael Day | M | - |
Northern Kentucky University
| 4 years |
| Jill Fedders Ritchie | F | - |
Northern Kentucky University
| 3 years |
| Jill Fedders Ritchie | F | - |
Northern Kentucky University
| 3 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 22 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Michael C. Coates
- Personal Network
