Michael Rae Poe

Employer firm

Connected Wealth Solutions, LLC CRD 277111

$226M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2015 → Present
  Connected Wealth Solutions, Llc
  La Grande, OR
• 01/1994 → Present
  Connected Professional Accountants, Llc
  La Grande, OR

Other Businesses

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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-10-23