Kelly Larae Willson

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

• 05/2012 → 07/2017
  Morgan Stanley Smith Barney
  Orchard Park, NY
• 09/2017 → 11/2017
  Progressive Planning Services
  Williamsville, NY
• 01/2018 → 05/2018
  Kautz Financial
  Williamsville, NY
• 07/2018 → 11/2023
  Fsc Securities Corporation
  Strykersville, NY
• 11/2023 → 01/2025
  Osaic Wealth, Inc.
  Orchard Park, NY
• 05/2026 → Present
  Empower Advisory Group, Llc
  Greenwood Village, CO
• 05/2026 → Present
  Empower Financial Services, Inc
  Greenwood Village, CO
• 11/2025 → 11/2025
  Silvergrove Financial Group
  Orchard Park, NY
• 01/2025 → 05/2026
  Unemployed
  Strykersville, NY

Previous Registrations

• 2023-11-03 → 2025-01-09
  Osaic Wealth, Inc.
  Orchard Park, NY
• 2018-07-17 → 2023-11-03
  Fsc Securities Corporation
  Orchard Park, NY
• 2018-02-12 → 2018-07-10
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2012-05-22 → 2017-08-02
  Morgan Stanley
  Orchard Park, NY
• 2008-07-29 → 2012-05-04
  Legend Advisory, Llc
  Amherst, NY
  Lakewood, NY
  Palm Beach Gardens, FL
• 2006-01-20 → 2007-04-18
  Wells Fargo Clearing Services, Llc
  Williamsville, NY
  Buffalo, NY

Exams

• S66 Uniform Combined State Law Examination
  2006-01-19

Other Names

• Kelli Larae Bensink
• Kelli Larae Willson
• Kelly Larae Bensink
• Kelly L Willson
• Kelly Larae Willson