MN

Manuel R. Negron

M2 FINANCIAL
COTTONWOOD HEIGHTS, UT 84047
Some features on this profile are disabled
CRD#: 5759449
MN

Professional summary


Manuel Rene Negron, who also goes by Manny R Negron, M. Negron, Manny Negron, Manuel Negron, is a registered financial advisor currently at M2 FINANCIAL LLC located in Cottonwood Heights, Utah.

Manuel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Manuel has worked at 4 firms and has passed the Series 65 exam.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Manny R Negron | M. Negron | Manny Negron | Manuel Negron

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

CRS (Client Relationship Summary) - RIA


Click below to view Manuel Rene Negron's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

January 17, 2024 - Present

M2 FINANCIAL LLC

Office #1: 7396 S Union Park Ave. Suite 301, Cottonwood Heights, UT 84047
RIA
CRD#: 327044
COTTONWOOD HEIGHTS, UT
Past

May 9, 2022 - May 22, 2023

TETON WEALTH GROUP LLC

RIA
CRD#: 311230
Sandy, UT
Past

April 13, 2020 - April 12, 2022

NEW MILLENNIUM GROUP

RIA
CRD#: 299249
SANDY, UT
Past

July 7, 2017 - July 2, 2019

AE WEALTH MANAGEMENT, LLC

RIA
CRD#: 282580
West Jordan, UT

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(1/24/2025)
IAR
Utah
(1/17/2024)

Exams


State Security Law Exam

Current Firm


MF
M2 FINANCIAL LLC
M2 FINANCIAL | M2 FINANCIAL LLC | M2 FINANCIAL LIMITED LIABILITY COMPANY

CRD#: 327044 / SEC#:

Idaho
Registered Investment Advisory firm - (1/27/2025 Approved)
Texas
Registered Investment Advisory firm - (1/24/2025 Conditional Restricted)
Utah
Registered Investment Advisory firm - (11/27/2023 Approved)
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Contact information


Main Address
7396 S Union Park Ave. Suite 301, Cottonwood Heights, UT 84047
Mailing Address
Phone number
(801) 383-0333
Established
Firm type
Fiscal year end
# of Employees
6

Regulatory assets under management


Total Number of Accounts786
AUM (Assets Under Management)$ 61,272,935

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


M2 FINANCIAL LLC

CRD#: 327044Cottonwood Heights, UT 84047

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