Breann Mulligan
Coriander Financial Group · Ann Arbor, Michigan
Breann Mulligan is a fee-only financial advisor at Coriander Financial Group in Ann Arbor, Michigan. Coriander Financial Group reports charging a percentage of assets and hourly fees on its Form ADV.
Request an introduction to Breann →
Facts
| Firm | Coriander Financial Group |
|---|---|
| Based in | Ann Arbor, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $63.5M across 44 accounts |
| SEC registration | Investment adviser representative in MI · CRD 8257286 |
| Exams passed | Series 65 (2026) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.corianderfg.com |
How Breann's firm compares
- Coriander Financial Group's average account is about $1.4 million, from its Form ADV (assets managed divided by 44 accounts).
Request an introduction to Breann
Tell Breann a little about what you're looking for. Breann isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Breann
Is Breann Mulligan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Breann holds no broker registration, and Coriander Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Breann charge for financial advice?
Breann's firm, Coriander Financial Group, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Breann Mulligan based?
Breann Mulligan is based in Ann Arbor, Michigan.
Is Breann Mulligan registered with the SEC?
Yes. Breann Mulligan is registered as an investment adviser representative in MI (CRD 8257286), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Coriander Financial Group manage?
Coriander Financial Group reports $63.5M across 44 accounts in assets under management.
How do I contact Breann Mulligan?
Through Breann's website, www.corianderfg.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.