Joan Lynn Stoddard

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

• 04/2010 → 10/2020
  Treasure Trove Toffee
  Tempe, AZ
• 07/2015 → 12/2017
  United Brokers Group
  Chandler, AZ
• 08/2016 → 06/2019
  Learnvest Inc.
  Scottsdale, AZ
• 07/2018 → 06/2019
  Northwestern Mutaul Investment Services Llc
  Scottsdale, AZ
• 05/2018 → 06/2019
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 08/2019 → 09/2020
  Bancwest Investment Services, Inc.
  Tempe, AZ
• 08/2019 → 09/2020
  Bank Of The West
  Tempe, AZ
• 02/2022 → Present
  Gwfs Equities, Inc
  Greenwood Village, CO
• 02/2022 → Present
  Advised Assets Group, Llc
  Greenwood Village, CO
• 09/2020 → 02/2022
  Northstar
  Los Angeles, CA

Previous Registrations

• 2019-08-29 → 2020-09-15
  Bancwest Investment Services, Inc.
  Tempe, AZ
• 2017-01-30 → 2018-06-11
  Learnvest Planning Services, Llc
  Scottsdale, AZ

Exams

• S63 Uniform Securities Agent State Law Examination
  2011-06-16

Designations

• Certified Financial Planner

Other Names

• Joan Lynn Szewzuk
• Joanie Lynn Stoddard