Shanna Michelle Wilson

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

• 11/2014 → 01/2025
  New York Life Insurance Company
  San Antonio, TX
• 01/2016 → 01/2025
  Nylife Securities Llc
  San Antonio, TX
• 02/2025 → Present
  Empower Financial Services, Inc
  Greenwood Village, CO
• 10/2025 → Present
  Empower Advisory Group, Llc
  Greenwood Village, CO

Other Businesses

[Pink Warrior Advocates; board member. Pink Warrior Advocates is a non profit that supports women battling breast cancer. ; 36 Nafta Cricle New Braunfels, TX 78130; Start Date 01/2025; Role/Title: Board Member; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours; participate in monthly voting for which financial needs applicants get approved for the month]

Exams

• S66 Uniform Combined State Law Examination
  2025-10-29
• S63 Uniform Securities Agent State Law Examination
  2016-10-21

Other Names

• Shanna Michelle Smith