Michael Espinosa, financial advisor Salt Lake City UT

Michael Espinosa

CRD Number: 6558518
Current Firm: Soltis Investment Advisors, LLC

Michael Espinosa (CRD# 6558518) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in Salt Lake City, UT and has over 6 years of experience in the finance industry. Michael Espinosa has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Soltis Investment Advisors Salt Lake City, UT May 2020 - Current 1
Home Renovation West Valley, UT Jan 2020 - May 2020 < 1
The Vanguard Group, Inc. Scottsdale, AZ Sep 2015 - Jan 2020 4
Unemployed Mesa, AZ Aug 2015 - Sep 2015 < 1
Johnson's Discount Foods Idaho Falls, ID Jan 2015 - Jul 2015 < 1
Brigham Young University-idaho Rexburg, ID Sep 2013 - Jul 2015 1
Vantage Marketing Federal Way, WA Aug 2014 - Sep 2014 < 1
North Valley Cleaning Los Molinos, CA Dec 2013 - Apr 2014 < 1
Advanced Building And Metal Fabrication Chico, CA May 2013 - Aug 2013 < 1
Shasta Community College Redding, CA Aug 2012 - May 2013 < 1
The Church Of Jesus Christ Of Latter-day Saints Barranquilla, Jun 2010 - Jul 2012 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2015
S65 NASAA Investment Advisors Law Examination May 2018
Contact Info for Michael D. Espinosa
Phone Number: 435-674-1600
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    3,323
    MILLIONS
  • Total Number of Accounts
    1,989
    ACCOUNTS
  • Average Account Value
    $1,670,532
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, FL, GA, ID, IL, MA, MI, MN, NC, NM, NV, NY, OR, TX, UT, VA, WA

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