Samuel M. Watkins

TRUENORTH WEALTH

Murray, UT 84121

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CRD#: 6838563

Professional summary

Samuel Martin Watkins, CFP® is a registered financial advisor currently at TRUENORTH WEALTH located in Murray, Utah.

Samuel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Samuel has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samuel Martin Watkins's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2020

Experience

Current

January 30, 2020 - Present

TRUENORTH WEALTH

Office #1: 1935 Vine Street 120, Murray, UT 84121

RIA

CRD#: 142205

Murray, UT

Past

August 15, 2017 - December 31, 2019

TRUENORTH WEALTH

RIA

CRD#: 142205

SALT LAKE CITY, UT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TRUENORTH WEALTH

CRD#: 142205 / SEC#: 801-68446

RIA

Registered Investment Advisory firm - (10/15/2007 Approved)

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

Idaho
(1/30/2020)

IAR

Utah
(1/30/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/14/2017

Uniform Investment Adviser Law Examination

Current Firm

TRUENORTH WEALTH

CRD#: 142205 / SEC#: 801-68446

RIA

Registered Investment Advisory firm - (10/15/2007 Approved)

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Contact information

Main Address

1935 Vine Street, Suite 120, Salt Lake City, UT 84121

Mailing Address

Phone number

(801) 274-1820

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WRAP FEE BROCHURE (3/23/2025)

FORM ADV PART 2A (3/23/2025)

Regulatory assets under management

Total Number of Accounts	2,635
AUM (Assets Under Management)	$ 1,074,482,158

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

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Samuel M. Watkins

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samuel Martin Watkins's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUENORTH WEALTH

TRUENORTH WEALTH

Primary Firm SEC Registration

TRUENORTH WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 8/14/2017

Current Firm

TRUENORTH WEALTH

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TRUENORTH WEALTH

TRUST BUT VERIFY

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