Jackie Katherine Schoettl

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

• 03/2016 → 02/2019
  Royal Credit Union
  Eau Claire, WI
• 06/2017 → 02/2018
  Invest Financial Corporation
  Tampa, FL
• 02/2018 → 07/2022
  Lpl Financial, Llc
  Altoona, WI
• 02/2019 → 12/2019
  Ttrb Wealth Planning Llc
  Eau Claire, WI
• 08/2020 → 07/2022
  Great Valley Advisor Group, Inc.
  Altoona, WI
• 07/2022 → Present
  Empower Financial Services, Inc
  Greenwood Village, CO
• 07/2022 → Present
  Empower Advisory Group, Llc
  Greenwood Village, CO

Previous Registrations

• 2021-01-04 → 2022-06-17
  Great Valley Advisor Group, Llc
  Altoona, WI
  Berwyn, PA

Other Businesses

1. 02/14/2018 - Le-Vel - Not Investment Related - Home Based - Other-Direct Sales - Start Date 2014 - 1 Hour Per Month / 0 Hours During Securities Trading Hours. 2. 08/09/2018 - Java Momma - Not Investment Related - Eau Claire, WI - Other-direct sales agent - Barista/Consultant - Start Date: 07/24/2016 - 1 Hour Per Month/0 Hours During Securities Trading Hours. 3. 08/04/2022 - Northwoods Elementary School PTO Board; Not Investment Related; Eau Claire, WI; School PTO/PTA; Co-Secretary; Co-Secretary and parent; Start Date 06/07/2022; 5 Hours Per Month / 0 Hours During Securities Trading Hours. 4. Scheppke Chiropractic / Office Assistant. Front desk duties. 15 hours per month; 0 during normal business hours.

Exams

• S66 Uniform Combined State Law Examination
  2020-08-11
• S63 Uniform Securities Agent State Law Examination
  2018-05-04

Other Names

• Jackie Katherine Putnam