Tammy Lee Holstein

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 → 07/2020
  Jpmorgan Chase
  Charleston, WV
• 04/2016 → 07/2020
  Jp Morgan Securties Llc
  Charleston, WV
• 07/2020 → 03/2021
  Csi Companies / Contracted Thru Bb And T, Now Truist
  Jacksonville, FL
• 01/2021 → 03/2022
  Valic Financial Advisors, Inc
  Pittsburgh, PA
• 03/2022 → 02/2023
  Advance Advisor Group, Llc
  Cambridge, MN
• 02/2023 → Present
  Empower Financial Services, Inc
  Greenwood Village, CO
• 02/2023 → Present
  Empower Advisory Group, Llc
  Greenwood Village, CO

Previous Registrations

• 2022-03-30 → 2023-02-20
  Efs Advisors
  Cambridge, MN
• 2022-03-30 → 2023-02-20
  Advanced Advisor Group, Llc
  Cambridge, MN
• 2021-02-23 → 2022-03-23
  Valic Financial Advisors, Inc.
  Seven Fields, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-02-20
• S63 Uniform Securities Agent State Law Examination
  2016-08-20

Other Names

• Tammy Lee Burgess
• Tammy L Holstein
• Tammy Holstein
• Tammy Lee Holstein