Michael
Corales

Tlwm Financial

CRD#5753679
Investment Advisor
in San Antonio, TX

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Michael Corales is a financial advisor based in San Antonio, Texas with a total of 1 year of industry experience. Corales is an advisor for Tlwm Financial. Their career trajectory has included roles at Td Ameritrade, Securities America Inc, Securities America Advisors, Edelman Financial Engines, Lpl Financial LLC and Tlwm Financial. Corales holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in Texas. Tlwm Financial is a registered investment firm headquartered in San Antonio, TX. The firm has offices in two locations and a total of 11 financial advisors. It oversees $333 million in assets between its 1,319 customer accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 1,319 client accounts, 33% are held by high-net-worth investors who have greater than $1 million in investable assets. The business provides a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advice usually are based on which services are offered. However, fees billed by Tlwm Financial can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees

Office Location

40 Ne Loop 410 Suite 644
San Antonio, TX 78216

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Tlwm Financial Brokerage Details

Total Assets Under Management

$333,259,993

TX Average: $3,042,739,679
Total Number of Employees

11

TX Average: 49
Total Number of Accounts

1,319

TX Average: 2,315
Average Account Size

$252,661

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Michael Corales Work History

Michael has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Lpl Financial LLC

2022 - Present (2 years)

Tlwm Financial

2021 - 2022 (1 year)

Edelman Financial Engines

2017 - 2021 (4 years)

Securities America Inc

2017 - 2021 (4 years)

Securities America Advisors

2010 - 2016 (6 years)

Td Ameritrade

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Michael Corales 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 Tlwm Financial

Brian Tobin
San Antonio, TX
Robert Bowerman
San Antonio, TX
Michael Corales
San Antonio, TX
Elissa Lococo
San Antonio, TX
Simon Thompson
San Antonio, TX
Preston Vaught
San Antonio, TX
Teshay Flowers
Arlington, TX
Enzo Pellegrino
San Antonio, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started