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Mike Donaldson
Mike has been a financial advisor since 2000. He graduated with a bachelor's degree from the University of Utah. Mike loves working with people and building long lasting relationships. He works with individuals, professionals, and business owners. Mike assists his clients in implementing long-term strategies that range from asset management, retirement planning, and insurance needs.
Mike is a native of Utah and currently resides in Sandy. He is married to Shelby and they have five kids.
Designations/License/Registrations:
Accredited Investment Fiduciary (AIF)
Life Underwriting Training Council Fellow (LUTCF)
FINRA Series 7 (General Securities Representative License)
FINRA Series 66 (Investment Advisor Law)
FINRA Series 6 (General Securities Represetnative License)
FINRA Series 65 (Investment Advisor Law)
FINRA Series 63 (Uniform Securities Agent)
FINRA Series 22 (Direct Participation Programs)
Licensing held through LPL Financial
Contact
(385)253-4514 Office
(801)635-5819 Cell
mdonaldson@intermountainfp.com
Administrative Staff
Erica Spencer
(385)-253-4506
Haley Glenn
(385)253-4514 Office
Lisa Becerra
(385)253-4514 Office
lbecerra@intermountainfp.com