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Michael John Estrada

Grupp Financial LLC

Jackson, WY

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Current Employers
Grupp Financial Llc

1705 High School Road Unit #140, Jackson, WY 83001 • United States

Current Registrations

AuthorityCategoryStatusDate
WY RA APPROVED 2018-03-29
ID RA APPROVED 2013-11-13
  • WY RA
    APPROVED
    Since 2018-03-29
  • ID RA
    APPROVED
    Since 2013-11-13

Branch Locations

1705 High School Road Unit #140, Jackson, WY 83001 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Grupp Law Firm, Pllc Coeur D'ALene ID 04/2007 Present
Grupp Financial Llc Coeur De'ALene ID 09/2013 Present
Grupp Fiduciary Services Jackson WY 06/2016 Present
  • 04/2007 → Present
    Grupp Law Firm, Pllc
    Coeur D'ALene, ID
  • 09/2013 → Present
    Coeur De'ALene, ID
  • 06/2016 → Present
    Grupp Fiduciary Services
    Jackson, WY
Other Businesses

Michael John Estrada is a Private Client Manager for The Grupp Law Firm, PLLC, in Coeur d'Alene, Idaho. He is not a lawyer. In his capacity as Private Client Manager he assists in carrying out the legal advice and recommendations of the lawyers of the firm. Michael John Estrada is a Private Client Manager for Grupp Fiduciary Services LLC, which provides administrative services to single family private trust companies in Wyoming.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-07-26
  • S65 Uniform Investment Adviser Law Examination
    2012-07-26

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