Michael Poe
Connected Wealth Solutions · La Grande, Oregon
Michael Poe is a fee-only financial advisor at Connected Wealth Solutions in La Grande, Oregon. Connected Wealth Solutions reports charging a percentage of assets on its Form ADV.
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Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Connected Wealth Solutions |
|---|---|
| Based in | La Grande, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $226.4M across 721 accounts |
| SEC registration | Investment adviser representative in OR · CRD 6548614 |
| Exams passed | Series 65 (2015) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.connectedwealthllc.com |
How Michael's firm compares
- Connected Wealth Solutions's average account is about $314,000, from its Form ADV (assets managed divided by 721 accounts).
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Questions about Michael
Is Michael Poe a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Connected Wealth Solutions reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, Connected Wealth Solutions, reports charging a percentage of assets on its SEC Form ADV.
Where is Michael Poe based?
Michael Poe is based in La Grande, Oregon.
Is Michael Poe registered with the SEC?
Yes. Michael Poe is registered as an investment adviser representative in OR (CRD 6548614), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Connected Wealth Solutions manage?
Connected Wealth Solutions reports $226.4M across 721 accounts in assets under management.
How do I contact Michael Poe?
Through Michael's website, www.connectedwealthllc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Connected Wealth Solutions website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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