Michael Rae Poe
Investment adviser representative at Connected Wealth Solutions, LLC
32 yearsExperience
1 stateRegistered in
$226.4MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
32 years in the industry.
- Connected Wealth Solutions, LLCJun 2015 to now
- Connected Professional Accountants, LLCJan 1994 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (OR).
Connected Wealth Solutions, LLC
$226.4MAssets managed
318Clients
2Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6548614
- Firm CRD
- 277111