Grupp Financial LLC
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.
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