Michael Joseph Carrico

Employer firm

Howe And Rusling, Inc. CRD 104627

$2.44B regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• CONSULTING

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

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

Current Employers

Employment History

• 02/2016 → 01/2022
  T Rowe Price
  Colorado Springs, CO
• 01/2022 → 07/2022
  Empower Financial Services, Inc.
  Greenwood Village, CO
• 08/2022 → Present
  Howe And Rusling, Inc.
  Colorado Springs, CO
• 01/2022 → 07/2022
  Empower Advisory Group, Llc
  Greenwood Village, CO

Previous Registrations

• 2022-01-31 → 2022-07-26
  Empower Advisory Group, Llc
  Colorado Springs, CO
  Greenwood Village, CO
• 2017-11-21 → 2022-01-25
  T. Rowe Price Advisory Services, Inc.
  Colorado Springs, CO
  Colorado Springs, CO

Exams

• S66 Uniform Combined State Law Examination
  2017-11-20
• S63 Uniform Securities Agent State Law Examination
  2016-04-28

Designations

• Certified Financial Planner