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MC

Michael C. Chapman

WEALTH FOUNDATIONS PARTNERS
SALT LAKE CITY, UT 84101-2027
Some features on this profile are disabled
CRD#: 7238166
MC

Professional summary


Michael Cordell Chapman, who also goes by Michael C. Chapman, Michael Chapman, Mike Chapman, is a registered financial advisor currently at WEALTH FOUNDATIONS PARTNERS, LLC located in Salt Lake City, Utah.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Michael has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Michael C. Chapman | Michael Chapman | Mike Chapman

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.
licensed to sell insurance Michael Cordell Chapman may accept compensation for the sale of insurance products, including asset based sales charges or service fees from the sale of mutual funds to Wealth Foundations Partners' clients. This presents a conflict of interest and gives the supervised person an incentive to recommend products based on the compensation received rather than on the client's needs. When recommending the sale of investment products for which the supervised persons receives compensation, Wealth Foundations Partners will document the conflict of interest in the client file and inform the client of the conflict of interest.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Michael Cordell Chapman'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

March 28, 2025 - Present

WEALTH FOUNDATIONS PARTNERS, LLC

Office #1: 50 W Broadway Ste 333 Pbm 181231, Salt Lake City, UT 84101-2027
RIA
CRD#: 330999
SALT LAKE CITY, UT
Past

March 26, 2020 - March 27, 2025

GLOBAL VIEW CAPITAL MANAGEMENT LLC

RIA
CRD#: 158292
PLEASANT GROVE, 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
Colorado
(6/16/2025)
IAR
Idaho
(10/16/2025)
IAR
Texas
(4/25/2025)
IAR
Utah
(3/28/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 2/25/2020
Uniform Investment Adviser Law Examination

Current Firm


WF
WEALTH FOUNDATIONS PARTNERS, LLC
WEALTH FOUNDATIONS | WEALTH FOUNDATIONS PARTNERS, LLC

CRD#: 330999 / SEC#:

Colorado
Registered Investment Advisory firm - (6/16/2025 Approved)
Idaho
Registered Investment Advisory firm - (10/15/2025 Approved)
North Carolina
Registered Investment Advisory firm - (7/2/2025 Approved)
Ohio
Registered Investment Advisory firm - (11/20/2024 Approved)
Texas
Registered Investment Advisory firm - (4/8/2025 Conditional Restricted)
Utah
Registered Investment Advisory firm - (11/20/2024 Approved)
West Virginia
Registered Investment Advisory firm - (10/6/2025 Approved)
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Contact information


Main Address
50 W Broadway Ste 333 Pbm 181231, Salt Lake City, UT 84101
Mailing Address
Phone number
(888) 785-0020
Established
Firm type
Fiscal year end
# of Employees
11

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts316
AUM (Assets Under Management)$ 92,107,877

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


WEALTH FOUNDATIONS PARTNERS, LLC

CRD#: 330999Salt Lake City, UT 84101-2027

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