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Michael Rae Poe

CONNECTED WEALTH SOLUTIONS, LLC·LA GRANDE, Oregon
Series 65Clean record10 years registeredCONNECTED WEALTH SOLUTIONS, LLC
1121 ADAMS AVENUE, LA GRANDE, OR 97850CRD# 6548614Firm CRD# 277111

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Rae Poe · LA GRANDE, OR
Registration
CRD #6548614 · CONNECTED WEALTH SOLUTIONS, LLC · 10 years registered
Brand Profile
Not yet started
01

Career History

CONNECTED WEALTH SOLUTIONS, LLC
Nov 2015 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · November 9, 2015
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CONNECTED WEALTH SOLUTIONS, LLC
CRD 277111 · SEC 801-128240
AUM
$146M
Regulatory assets under management
Employees
4
582 client accounts
Services offered by CONNECTED WEALTH SOLUTIONS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CONNECTED WEALTH SOLUTIONS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Michael Rae Poe offer?
Michael Rae Poe specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in LA GRANDE, Oregon for a consultation.
What are Michael Rae Poe's credentials?
Michael Rae Poe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Rae Poe located?
Michael Rae Poe is based in LA GRANDE, Oregon, working with CONNECTED WEALTH SOLUTIONS, LLC. Their office serves clients in the LA GRANDE metropolitan area and surrounding communities.
How does Michael Rae Poe charge for services?
Michael Rae Poe's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CONNECTED WEALTH SOLUTIONS, LLC?
CONNECTED WEALTH SOLUTIONS, LLC has approximately 4 employees and manages $146M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CONNECTED WEALTH SOLUTIONS, LLC

Brent Martin Gunderson
LA GRANDE, OR

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Oregon
PORTLAND (296)LAKE OSWEGO (96)BEND (36)EUGENE (32)SALEM (30)BEAVERTON (21)MEDFORD (15)CLACKAMAS (14)JACKSONVILLE (8)GRANTS PASS (8)
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Research
Advisor Fees in OregonNational Fee Analysis
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