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Bismarck, ND • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2013-03-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Power Financial, Llc | Bismarck | ND | 08/1991 | Present |
| Power Wealth Management, Llc | Bismarck | ND | 01/2013 | Present |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-03 |
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