Levi Allen Lamfers

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

• 04/2016 → 11/2019
  Tiaa
  Denver, CO
• 04/2016 → 11/2019
  Tiaa-Cref Individual & Institutional Services, Llc
  Denver, CO
• 12/2019 → Present
  Gwfs Equities, Inc
  Greenwood Village, CO

Previous Registrations

• 2016-04-15 → 2019-11-08
  Tiaa-Cref Individual & Institutional Services, Llc
  Denver, CO
  Glendale, CO
  Charlotte, NC
  Glendale, CO
• 2012-08-15 → 2016-03-23
  Msi Financial Services, Inc.
  Charlotte, NC
  Charlotte, NC
  Spring Hill, TN
  Charlotte, NC
  Charlotte, NC
  Memphis, TN
• 2014-02-06 → 2015-01-02
  New England Securities
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC
  Spring Hill, TN
  Charlotte, NC
  Brentwood, TN
• 2011-02-28 → 2012-06-18
  Commonwealth Financial Network
  Waltham, MA
• 2007-02-06 → 2011-02-08
  Equitable Advisors, Llc
  Franklin, TN
  Chattanooga, TN
  Franklin, TN
  Alpharetta, GA
  Denver, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-02-01
• S66 Uniform Combined State Law Examination
  2003-09-25

Designations

• Chartered Financial Consultant

Other Names

• Levi Lamfers