Michael Todd Powers
CFP®Professional Summary
Michael Todd Powers, CFP®, who also goes by Mike Powers, is a registered financial advisor currently at MANUKA FINANCIAL located in Richmond, Virginia. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Michael has worked at 4 firms and has passed the Series 66 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Retirement Planning
- Financial Planning
- Tax Planning
- Investment Management
Biography
- Certified Public Accountant (CPA) - Personal Financial Specialist (PFS) - CERTIFIED FINANCIAL PLANNER™ (CFP®) - Over a decade of experience as a financial planner, plus an additional five years in public accounting for national and regional firms - Life and Health Insurance Consultant license in Virginia - 2017 Standing Ovation Award in Personal Financial Planning from the AICPA - Former Big Brother of the Year for Big Brothers Big Sisters of Central Virginia -...
Other Aliases
Mike Powers
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
16 years in the financial services industry
Current & Past Employments
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Current Firm
MANUKA FINANCIAL | MANUKA FINANCIAL, LLC
Contact Information
Main Address
Richmond, VAPhone Number
(804) 293-0397# of Employees
2SEC notice filing (3 States and Territories)
Registered to provide investment advisory services in 3 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
253AUM (Assets Under Management)
$218,099,195Exempt reporting advisers
| SEC / JURISDICTION | REPORTING STATUS | EFFECTIVE DATE |
|---|---|---|
| Texas | ERA - Withdrawn | 9/23/2021 |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
The advisor shows no other business activity.
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Primary Firm SEC Registration
MANUKA FINANCIAL | MANUKA FINANCIAL, LLC
State Registrations and Notice Filings
(3/4/2024)
(9/27/2021)
(5/6/2021)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Michael Todd Powers's CRS (Customer Relationship Summary).
Services Offered by Michael
- Retirement Planning
- Financial Planning
- Tax Planning
- Investment Management
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