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John Richard Power

Power Plans

Walpole, MA

CRD 4868253

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Employer firm

Power Plans CRD 129431

$5.31M regulatory AUM 8 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Power Plans

Walpole, MA • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2005-04-05
  • MA RA
    APPROVED
    Since 2005-04-05

Branch Locations

Walpole, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Goldense Group Inc. Needham MA 07/2002 Present
Power Plans Walpole MA 11/1993 Present
  • 07/2002 → Present
    Goldense Group Inc.
    Needham, MA
  • 11/1993 → Present
    Walpole, MA
Designations
  • Certified Financial Planner

View on SEC IAPD

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