C Powell
Financial Advisor at LPL Financial | Sioux Falls, South Dakota, United States
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C.O. Powell is a dedicated Financial Advisor at LPL Financial, where he leverages his extensive expertise to help clients achieve their long-term financial objectives. In his current role, C.O. specializes in developing tailored investment strategies that align with each client’s unique goals, risk tolerance, and time horizon. His focus on model investing targets enables him to construct diversified portfolios designed to optimize growth while minimizing tax liabilities, ensuring clients can maximize their wealth accumulation and preserve assets for future generations.
At LPL Financial, a leading broker-dealer with over 16,100 registered representatives nationwide, C.O. plays a vital role in guiding clients through complex financial landscapes. His proficiency in asset allocation, securities, and fixed annuities allows him to craft comprehensive wealth management plans that incorporate retirement planning, estate transfer strategies, and tax-efficient investing. Additionally, his expertise in insurance licensing and credit solutions enables him to provide holistic financial advice that addresses both risk management and liquidity needs.
C.O.’s commitment to ongoing education and professional development ensures he stays current with industry trends and regulatory changes, which enhances his ability to deliver sound financial advice. His client-centric approach, combined with his skills in portfolio management and financial planning, positions him as a trusted partner for individuals seeking to secure their financial future, minimize tax consequences, and facilitate effective generational wealth transfer. Residing in Sioux Falls, South Dakota, and a proud graduate of St. Olaf College, C.O. continues to serve his community by helping clients build a resilient financial foundation for today and tomorrow.
Financial Advisor at LPL Financial in November 2012 to Present
Investment Advisor at The First National Bank in Sioux Falls in August 2005 to October 2012
Financial Advisor at Morgan Stanley Wealth Management in October 2001 to August 2005
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St. Olaf College, Bachelor's degree, July 1973 to July 1977
St. Olaf College
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Broad based planning in investments and income producing securities.
Retirement Planning
Series 7
Wealth Management
Retirement
Mutual Funds
Investment Advisory
Strategic Financial Planning
Investments
Series 63
Asset Allocation
Fixed Annuities
Estate Planning
Banking
Wealth
Uniform Combined State Law
Finance
Loans
Portfolio Management
High Net Worth Individuals
Credit
Commercial Lending
Securities
Mortgage Lending
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Discover more about LPL FinancialWhat is C O Powell email address?
Email C O Powell at [email protected]. This email is the most updated C O Powell's email found in 2026.
How to contact C O Powell?
To contact C O Powell send an email to [email protected]. (updated on January 08, 2025)
What company does C Powell work for?
C Powell works for LPL Financial
What is C Powell's role at LPL Financial?
C Powell is Financial Advisor
What is C Powell's Phone Number?
C Powell's phone (605) ***-*274
What industry does C Powell work in?
C Powell works in the Financial Services industry.
C Powell Email Addresses
C Powell Phone Numbers
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