John Power
Advisor at Power Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Power Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Bismarck, ND
Credentials
Series 63, Series 65
Industry experience
16 years
John Power is the principal of Power Wealth Management, LLC in Bismarck, ND, with 16 years of experience as an investment advisor. He holds Series 63 and Series 65 licenses and also operates Power Financial, LLC, a CPA firm providing tax and accounting services. Additionally, he serves as the local chapter president of NAIFA. Power Wealth Management primarily advises pension and profit-sharing plans and other institutional or pooled vehicles by soliciting third-party money managers and providing financial planning and consulting to plan sponsors. The firm does not directly manage assets but offers written evaluations and facilitates client relationships with outside managers, operating on an hourly planning fee basis rather than charging based on assets under management.
Based on Power Wealth Management, LLC
Hourly fee of $250 per hour for financial planning and consulting services.
Fee-only: Financial planning services charged on an hourly basis at $250 per hour, negotiable based on complexity.
Bismarck, ND
North Dakota
Power Wealth Management, LLC
2013 - Present (13 years)
Power Financial, LLC
1991 - Present (35 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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