John Power
John Power is a registered investment advisor at Power Wealth Management, LLC, based in Bismarck, ND, with 16 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Power Wealth Management does not directly manage client investments. Instead, they connect clients with third-party money managers. The fees for these managers will be disclosed to you before you sign any agreements. Power Wealth Management receives a portion of the fees you pay to the third-party manager as a referral fee.
Location
Bismarck, ND
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John is the owner of Power Financial LLC, a CPA firm offering tax and accounting services and fixed insurance sales, dedicating nearly full-time hours. He also owns an insurance business selling life, long-term care, and annuity products, spending about 10-20% of his time, and is involved with Custom Pension Advisors LLC, spending about 10-20% of his time.
Employment History
Current Registrations
Power Wealth Management, LLC
Previous Registrations
Ausdal Financial Partners, INC.
USA Financial Securities Corporation
Money Concepts Capital CORP
Power Wealth Management, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.