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EM

Esau Medina

MEDINA FINANCIAL
Grace, ID
Some features on this profile are disabled
CRD#: 7087176
EM

Professional summary

Esau Medina, who also goes by Esau Medina-cortez, is a registered financial advisor currently at MEDINA FINANCIAL, LLC located in Grace, Idaho.

Esau is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Esau has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Esau Medina-Cortez

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.
Self employed; not investment-related; 2171 Burton Canyon Rd, Grace, ID 83241; provide financial accounting consulting and bookkeeping services ; 03/2022; 130 hours per month devoted to these services; 4.75 hours during securities trading hours, provide financial accounting consulting services and bookkeeping services to clients

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Esau Medina'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 12, 2021 - Present

MEDINA FINANCIAL, LLC

RIA
CRD#: 300643
Grace, ID

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
Colorado
(1/12/2021)
IAR
Idaho
(8/22/2023)
IAR
Texas
(1/28/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/28/2018
Uniform Investment Adviser Law Examination

Current Firm

MF
MEDINA FINANCIAL, LLC
MEDINA FINANCIAL, LLC

CRD#: 300643 / SEC#:

Colorado
Registered Investment Advisory firm - (1/12/2021 Approved)
Idaho
Registered Investment Advisory firm - (8/21/2023 Approved)
Texas
Registered Investment Advisory firm - (1/28/2021 Conditional Restricted)
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Contact information

Main Address
Grace, ID
Mailing Address
2117 Highline View Rd, Grace, ID 83241
Phone number
(720) 690-0592
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts23
AUM (Assets Under Management)$ 1,358,753

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.

Company Information

MEDINA FINANCIAL, LLC

CRD#: 300643Grace, ID

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