Karen Noelle Martin

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

• 04/2015 → 02/2021
  Suntrust Bank (Now Truist)
  Orlando, FL
• 12/2020 → 02/2021
  Suntrust Investment Services, Inc.
  Atlanta, GA
• 02/2021 → 12/2022
  Empower Retirement
  Denver, CO
• 12/2022 → 10/2023
  Creative Planning, Llc
  Overland Park, KS
• 10/2023 → Present
  Empower Financial Services, Inc
  Greenwood Village, CO

Previous Registrations

• 2023-03-24 → 2023-10-09
  Creative Planning
  Atlanta, GA
  Auburn, GA
  Vero Beach, FL
  Overland Park, KS

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-11-17
• S65 Uniform Investment Adviser Law Examination
  2023-02-27

Other Names

• Karen Noelle Ritchie