Steven Turner

Employer firm

Empower Advisory Group, LLC CRD 112058

$195B regulatory AUM 24 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

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

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

Current Employers

Employment History

• 06/2014 → 11/2018
  Insperity
  Waltham, MA
• 12/2018 → 06/2019
  Unemployed
  Kennebunkport, ME
• 07/2019 → 06/2021
  Northwestern Mutual Investment Services Llc
  Portsmouth, NH
• 06/2021 → 12/2023
  Symmetry Financial Group
  Eliot, ME
• 08/2023 → 03/2025
  Thompson Financial Group
  Bangor, ME
• 03/2025 → 02/2026
  Combined Benefits United
  Hallowell, ME
• 05/2025 → 02/2026
  Foundations Investment Advisors
  Phoenix, AZ
• 03/2026 → Present
  Empower Financial Services, Inc
  Greenwood Village, CO
• 03/2026 → Present
  Empower Advisory Group, Llc
  Greenwood Village, CO

Previous Registrations

• 2025-05-27 → 2026-02-04
  Foundations Investment Advisors Llc
  Phoenix, AZ
  Hallowell, ME
• 2023-12-21 → 2025-04-10
  Ameritas Advisory Services, Llc
  Eliot, ME
  Chelsea, ME
  Bangor, ME
• 2009-10-23 → 2011-12-20
  Td Ameritrade, Inc.
  Burlington, MA
• 2009-10-23 → 2011-12-20
  Td Ameritrade Investment Management, Llc
  Burlington, MA
• 2005-01-28 → 2009-09-01
  Banc Of America Investment Services, Inc.
  Boston, MA
  Allston, MA
  Boston, MA
  Boston, MA
  Boston, MA

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-07-25
• S65 Uniform Investment Adviser Law Examination
  2023-11-20
• S66 Uniform Combined State Law Examination
  2004-01-30

Other Names

• Steve Turner
• Steven Mark Turner