Michael Powers (CRD# 5838517) is an Investment Advisor Representative working at Manuka Financial in Richmond, VA and has over 13 years of experience in the finance industry. Michael Powers has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1266966
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 864358
Frontier Financial Partners, LLC
CRD# 6404324
Davenport & Company LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The PFS designation was created to allow CPA holders to take additional education to gain experience and expertise in the broader topics of financial planning.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Manuka Financial, LLC | Richmond, VA | May 2021 - Current | 2 |
| Verus Financial Partners | Richmond, VA | Jul 2014 - Apr 2021 | 6 |
| Shankervalleau Wealth Advisors, Inc. | Evanston, IL | May 2012 - Jul 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2010 |
- CA
- TX
- VA
-
Total Assets Under Management84MILLIONS
-
Total Number of Accounts112ACCOUNTS
-
Average Account Value$754,255
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, TX, VA
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