Mckay Sobotka
Investment adviser representative at Esi Financial Advisors
11 yearsExperience
1 stateRegistered in
$2.8BFirm assets
34 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 assetsHourlyFixed or flat feeCommissions
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.
- Equity Services, Inc.Oct 2025 to now
- National Life GroupFeb 2025 to now
- Liveview TechnologiesMay 2023 to Jun 2024
- Utah Valley UniversityJan 2021 to Dec 2024
- The Church of Jesus Christ of Latter Day SaintsOct 2018 to Jan 2021
- Vox FulfillmentMay 2018 to Oct 2018
- American Fork High SchoolAug 2015 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (UT).
Esi Financial Advisors
Legal name: Equity Services, Inc.
$2.8BAssets managed
12,379Clients
504Advisers
34 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
- 8176979
- Firm CRD
- 265