John P. Power

POWER WEALTH MANAGEMENT

Bismarck, ND

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CRD#: 2899527

Professional summary

John Paul Power is a registered financial advisor currently at POWER WEALTH MANAGEMENT, LLC located in Bismarck, North Dakota.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. John has worked at 9 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.POWER FINANCIAL LLC - 120 N THIRD STREET STE 175 BISMARK, ND 58501, CPA FIRM,NOT INVESTMENT RELATED, TAX AND ACCOUNTING SERVICES,FIXED INSURANCE SALES, OWNER FROM 8/1991, 150 HRS/MONTH ALL DURING SECURITIES TRADING HOURS. 2.INSURANCE PRODUCTS, LIFE, LTC, AND ANNUITIES - BISMARK, ND, 58501, OWNER FROM 2/1999, 15 HRS/MONTH ALL DURING SECURITIES TRADING HOURS. 3. CUSTOM PENSION ADVISORS LLC - ADJUNCT TO POWER FINANCIAL,LLC - RETIREMENT PLAN THIRD PARTY ADMINISTRATOR. 30 HOURS PER MONTH 4. CHAPTER PRESIDENT LOCAL NAIFA CHAPTER

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Paul Power's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 26, 2013 - Present

POWER WEALTH MANAGEMENT, LLC

RIA

CRD#: 166481

Bismarck, ND

Past

July 18, 2011 - December 4, 2012

AUSDAL FINANCIAL PARTNERS, INC.

RIA

CRD#: 7995

BISMARCK, ND

Past

July 14, 2011 - December 4, 2012

AUSDAL FINANCIAL PARTNERS, INC.

CRD#: 7995

BISMARCK, ND

Past

April 11, 2011 - April 18, 2011

USA FINANCIAL SECURITIES LLC

RIA

CRD#: 103857

BISMARK, ND

Past

April 4, 2011 - April 18, 2011

USA FINANCIAL SECURITIES LLC

CRD#: 103857

BISMARK, ND

Past

February 3, 2010 - October 11, 2010

MONEY CONCEPTS CAPITAL CORP

CRD#: 12963

BISMARCK, ND

Past

February 1, 2010 - October 11, 2010

MONEY CONCEPTS CAPITAL CORP

RIA

CRD#: 12963

BISMARCK, ND

Past

December 8, 2008 - December 31, 2010

POWER WEALTH MANAGEMENT, LLC

RIA

CRD#: 148973

BISMARCK, ND

Past

May 9, 2007 - July 8, 2008

U.S. WEALTH ADVISORS, LLC.

CRD#: 126924

BISMARCK, ND

Past

November 25, 2003 - November 16, 2005

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

ST. PAUL, MN

Past

April 5, 1999 - November 24, 2003

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD#: 15708

BIRMINGHAM, AL

Past

June 30, 1997 - April 1, 1999

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

DALLAS, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

North Dakota
(3/26/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/18/2008

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/3/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 6/27/1997

Investment Company Products/Variable Contracts Representative Examination

Current Firm

POWER WEALTH MANAGEMENT, LLC

CRD#: 166481 / SEC#:

North Dakota

Registered Investment Advisory firm - (3/26/2013 Approved)

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Contact information

Main Address

Bismarck, ND

Mailing Address

Po Box 862, Bismarck, ND 58502

Phone number

(701) 255-7259

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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John P. Power

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Paul Power's CRS (Customer Relationship Summary).

Certified licenses

Experience

AUSDAL FINANCIAL PARTNERS, INC.

AUSDAL FINANCIAL PARTNERS, INC.

USA FINANCIAL SECURITIES LLC

USA FINANCIAL SECURITIES LLC

MONEY CONCEPTS CAPITAL CORP

MONEY CONCEPTS CAPITAL CORP

POWER WEALTH MANAGEMENT, LLC

U.S. WEALTH ADVISORS, LLC.

SECURIAN FINANCIAL SERVICES, INC.

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

AVANTAX INVESTMENT SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/18/2008

Series 63

Date: 7/3/1997

Series 6

Date: 6/27/1997

Current Firm

POWER WEALTH MANAGEMENT, LLC

Contact information

Documents

Red Flags

Company Information

POWER WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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