Michael R. Poe

CONNECTED WEALTH SOLUTIONS

La Grande, OR 97850

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CRD#: 6548614

Professional summary

Michael Rae Poe is a registered financial advisor currently at CONNECTED WEALTH SOLUTIONS, LLC located in La Grande, Oregon.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Michael has worked at 1 firm and has passed the Series 65 exam.

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.

Connected Professional Accountants, LLC (f/k/a Lewis, Poe, Moeller, Gunderson & Roberts, LLC): 1121 Adams Avenue, La Grande, OR 97850. The business is a CPA firm and is not investment-related. Mr. Poe is an Owner and Member of the accounting firm and he devotes approximately 133 hours per month to his responsibilities for the CPA firm, 44 of which occur during securities trading hours. Mr. Poe's duties include rendering of accounting services offered by the CPA firm and daily business operations.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Rae Poe's CRS (Customer Relationship Summary).

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

November 9, 2015 - Present

CONNECTED WEALTH SOLUTIONS, LLC

Office #1: 1121 Adams Avenue, La Grande, OR 97850

RIA

CRD#: 277111

La Grande, OR

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CONNECTED WEALTH SOLUTIONS, LLC

CRD#: 277111 / SEC#: 801-128240

RIA

Registered Investment Advisory firm - (7/3/2023 Approved)

Oregon

Registered Investment Advisory firm - (8/4/2023 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Oregon
(11/9/2015)

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: 10/23/2015

Uniform Investment Adviser Law Examination

Current Firm

CONNECTED WEALTH SOLUTIONS, LLC

CRD#: 277111 / SEC#: 801-128240

RIA

Registered Investment Advisory firm - (7/3/2023 Approved)

Oregon

Registered Investment Advisory firm - (8/4/2023 Terminated)

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Contact information

Main Address

1121 Adams Avenue, La Grande, OR 97850

Mailing Address

Phone number

(541) 963-7800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025-07-18 CONNECTED WEALTH SOLUTIONS FORM ADV PART 2A (7/18/2025)

Regulatory assets under management

Total Number of Accounts	667
AUM (Assets Under Management)	$ 186,783,489

Red Flags

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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Michael R. Poe

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Rae Poe's CRS (Customer Relationship Summary).

Certified licenses

Experience

CONNECTED WEALTH SOLUTIONS, LLC

Primary Firm SEC Registration

CONNECTED WEALTH SOLUTIONS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/23/2015

Current Firm

CONNECTED WEALTH SOLUTIONS, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CONNECTED WEALTH SOLUTIONS, LLC

TRUST BUT VERIFY

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