Richard Minda Lee
Investment adviser representative at Truenorth Wealth
20 yearsExperience
2 statesRegistered in
$1.3BFirm assets
18 yearsFirm in business
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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
20 years in the industry.
- Truenorth WealthDec 2020 to now
- St. Luke's Health SystemsApr 2006 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
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
- 7319753
- Firm CRD
- 142205