Unclaimed Profile

Michael Davis Espinosa

ASSOCIATION FINANCIAL SERVICES INC.·SALT LAKE CITY, Utah

SIE, Series 7, Series 63, Series 65CFPClean record8 years registeredASSOCIATION FINANCIAL SERVICES INC.

1935 VINE STREET, SUITE 120, SALT LAKE CITY, UT 84121CRD# 6558518Firm CRD# 142205

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Davis Espinosa · SALT LAKE CITY, UT

Registration

CRD #6558518 · ASSOCIATION FINANCIAL SERVICES INC. · 8 years registered

Brand Profile

Not yet started

Career History

TRUENORTH WEALTH

Mar 2022 – present

SOLTIS INVESTMENT ADVISORS, LLC

May 2020 – Feb 2022

Salt Lake City, UT

VANGUARD ADVISERS, INC.

May 2018 – Jan 2020

SCOTTSDALE, AZ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · May 10, 2018

Years registered · 8

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ASSOCIATION FINANCIAL SERVICES INC.

CRD 142205 · SEC 801-68446

AUM

$1.0B

Regulatory assets under management

Employees

2,536 client accounts

Services offered by ASSOCIATION FINANCIAL SERVICES INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ASSOCIATION FINANCIAL SERVICES INC. →

Introduction

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Frequently Asked Questions

What services does Michael Davis Espinosa offer?

Michael Davis Espinosa specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SALT LAKE CITY, Utah for a consultation.

What are Michael Davis Espinosa's credentials?

Michael Davis Espinosa holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Michael Davis Espinosa located?

Michael Davis Espinosa is based in SALT LAKE CITY, Utah, working with ASSOCIATION FINANCIAL SERVICES INC.. Their office serves clients in the SALT LAKE CITY metropolitan area and surrounding communities.

How does Michael Davis Espinosa charge for services?

Michael Davis Espinosa's firm is compensated through percentage of aum, hourly charges, other: institutional clients priced on case-by-case basis. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ASSOCIATION FINANCIAL SERVICES INC.?

ASSOCIATION FINANCIAL SERVICES INC. has approximately 17 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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