gf
Grupp Financial LLC
SEC-regulated
Registered investment advisor
Michael John Estrada is an Investment Adviser Representative at Grupp Financial LLC, based in Jackson, WY. With educational qualifications including a Master of Arts in Counseling and various professional designations such as CTFA, AFIM, and AIF, Estrada has been in the financial industry since 2013. He has held roles like Private Client Manager at Grupp Fiduciary Services and Director of Private Client Services at Grupp Law Firm LLC. Estrada does not have any disciplinary events on record, ensuring a clean track record for clients. He receives compensation solely through salary and bonuses from Grupp Financial LLC and works under the supervision of Matthew Peter Grupp. Estrada's activities adhere to regulatory requirements, including the firm's Code of Ethics. Clients can evaluate his suitability based on the disclosed information, which includes no involvement in arbitration claims exceeding $2,500 or bankruptcy petitions.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
This company does not appear to be registered with Unbiased therefore we cannot match you to their services. Please
complete our convenient online form to find a tailored advisor perfectly suited to your needs.
We can advise you on
Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].
Find your perfect
advisor
Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting