MP
CFP
MP
CFP

Michael Powell

11 Years of Experience
Germantown, TN
BrokerSells Insurance

Michael Powell is a CFP-designated registered investment advisor, based in Germantown, TN, with 11 years of industry experience.

Location

2176 West St, Ste 100, Germantown, TN, 38138

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Michael is an advisory board member for the Memphis Maroon Club and an agent/broker for Shoemaker Financial, selling fixed insurance products since 2019. He dedicates minimal time to the Memphis Maroon Club and a few hours per week to insurance sales.

Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
October 2014 - August 2023 · 8 yrs 10 mos
Securian Financial Services, INC.Broker
August 2014 - August 2023 · 9 yrs
State Registrations24 states
ALARCACOFLGAIDILLAMOMSNCNVNYOHOKPASCTNTXUTVAWAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Michael Powell - Financial Advisor | TrueAdvisor