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Financial ADVSR advisor directory · SEC adviser records

M2 Financial LLC financial advisors in Utah

Every SEC-registered investment adviser representative at a M2 Financial LLC office in Utah, by city and A to Z.

The short answer

4 registered advisors work at M2 Financial LLC in Utah, out of 4 nationwide; it's the firm's number 1 state by advisors, and the most are in Cottonwood Heights (4). 0 list the CFP designation and 0 are also registered broker representatives.

M2 Financial LLC advisors by city in Utah

Every firm in Utah →

Cottonwood Heights 4

M2 Financial LLC advisors in Utah, A to Z

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Questions

How many M2 Financial LLC financial advisors are in Utah?

4 investment adviser representatives are registered at M2 Financial LLC offices in Utah, according to the SEC's Investment Adviser Public Disclosure records, out of 4 at the firm nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Where in Utah does M2 Financial LLC have the most advisors?

Cottonwood Heights, with 4. M2 Financial LLC has advisors in 1 city in Utah.

How do I check a M2 Financial LLC advisor in Utah?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the M2 Financial LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.