Amy M Gold

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

• 06/2011 → 12/2019
  Old National Bank
  Middleton, WI
• 10/2011 → 12/2019
  Lpl Financial, Llc
  Middleton, WI
• 01/2020 → 09/2021
  Fidelity Brokerage Services Llc
  Middleton, WI
• 09/2021 → 04/2023
  Personal Capital Advisors Corporation
  Edgerton, WI
• 04/2023 → Present
  Empower Advisory Group, Llc
  Greenwood Village, CO
• 07/2023 → Present
  Empower Financial Services, Inc
  Greenwood Village, CO

Previous Registrations

• 2021-09-15 → 2023-04-03
  Personal Capital Advisors Corporation
  Greenwood Village, CO
  Edgerton, WI
• 2020-02-19 → 2021-09-13
  Fidelity Personal And Workplace Advisors
  Middleton, WI
• 2011-10-11 → 2020-01-23
  Lpl Financial Llc
  Middleton, WI
  Fitchburg, WI
  Madison, WI
  Madison, WI
  Oregon, WI
  Stoughton, WI
• 2011-07-20 → 2011-10-11
  Uvest Financial Services Group, Inc.
  Middleton, WI

Exams

• S66 Uniform Combined State Law Examination
  2011-12-12

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Amy Marie Gold