Kerre B Heath

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

• 09/2007 → 12/2021
  T. Rowe Price Investment Services, Inc.
  Colorado Springs, CO
• 01/2022 → Present
  Gwfs Equities, Inc
  Greenwood Village, CO
• 01/2022 → Present
  Advised Assets Group, Llc
  Greenwood Village, CO

Previous Registrations

• 2012-04-02 → 2022-01-10
  T. Rowe Price Advisory Services, Inc.
  Colorado Springs, CO
• 2009-07-13 → 2011-03-04
  T. Rowe Price Advisory Services, Inc.
  Colorado Springs, CO

Exams

• S66 Uniform Combined State Law Examination
  2009-07-02
• S63 Uniform Securities Agent State Law Examination
  2008-06-23

Other Names

• Kerre B Nakagawa