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Michael William Robinson

NARUS FINANCIAL PARTNERS, LLC·SALT LAKE CITY, Utah
Series 7, Series 63, Series 66Clean record18 years registeredNARUS FINANCIAL PARTNERS, LLC
1245 E. BRICKYARD ROAD, SALT LAKE CITY, UT 84106CRD# 4144709Firm CRD# 173534

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael William Robinson · SALT LAKE CITY, UT
Registration
CRD #4144709 · NARUS FINANCIAL PARTNERS, LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

NARUS FINANCIAL PARTNERS, LLC
Jan 2015 – present
CHARLES SCHWAB & CO., INC.
May 2008 – Aug 2010
PHOENIX, AZ
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 66
Registration record
First registered · May 30, 2008
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
NARUS FINANCIAL PARTNERS, LLC
CRD 173534 · SEC 801-80500
AUM
$379M
Regulatory assets under management
Employees
8
472 client accounts
Services offered by NARUS FINANCIAL PARTNERS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at NARUS FINANCIAL PARTNERS, LLC →
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Frequently Asked Questions

What services does Michael William Robinson offer?
Michael William Robinson specializes in Financial Planning, Investment Management. Contact their office in SALT LAKE CITY, Utah for a consultation.
What are Michael William Robinson's credentials?
Michael William Robinson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael William Robinson located?
Michael William Robinson is based in SALT LAKE CITY, Utah, working with NARUS FINANCIAL PARTNERS, LLC. Their office serves clients in the SALT LAKE CITY metropolitan area and surrounding communities.
How does Michael William Robinson charge for services?
Michael William Robinson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NARUS FINANCIAL PARTNERS, LLC?
NARUS FINANCIAL PARTNERS, LLC has approximately 8 employees and manages $379M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at NARUS FINANCIAL PARTNERS, LLC

Trent Alan Bowers
SALT LAKE CITY, UT
CFP
Jared Daniel Stubbs
SALT LAKE CITY, UT

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