Michael Davis Espinosa
Investment adviser representative at Truenorth Wealth
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.3BFirm assets
Are you Michael Davis Espinosa? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- TruenorthSep 2022 to now
- Truenorth WealthMar 2022 to now
- Soltis Investment AdvisorsMay 2020 to Sep 2022
- Home RenovationJan 2020 to May 2020
- The Vanguard Group, IncSep 2015 to Jan 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (ID, UT).
Truenorth Wealth
Legal name: Association Financial Services Inc.
$1.3BAssets managed
975Clients
11Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6558518
- Firm CRD
- 142205