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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:

Current Employers
Empower Advisory Group, Llc

8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2023-07-10
  • UT RA
    APPROVED
    Since 2023-07-10

Branch Locations

8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States

Saratoga Springs, UT • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Personal Capital Advisors Corporation Brentwood TN 05/2022 04/2023
University Of Utah Salt Lake City UT 08/2017 04/2022
Northwestern Mutual Lake Oswego OR 03/2021 12/2021
Teamworks Salt Lake City UT 10/2020 02/2021
Ute Crossfit/Factum Crossfit Draper UT 06/2018 04/2021
The Church Of Jesus Christ Of Latter-Day Saints Sao Paulo 08/2015 07/2017
Empower Advisory Group, Llc Greenwood Village CO 04/2023 Present
Empower Financial Services, Inc Greenwood Village CO 08/2024 Present
  • 05/2022 → 04/2023
    Personal Capital Advisors Corporation
    Brentwood, TN
  • 08/2017 → 04/2022
    University Of Utah
    Salt Lake City, UT
  • 03/2021 → 12/2021
    Northwestern Mutual
    Lake Oswego, OR
  • 10/2020 → 02/2021
    Teamworks
    Salt Lake City, UT
  • 06/2018 → 04/2021
    Ute Crossfit/Factum Crossfit
    Draper, UT
  • 08/2015 → 07/2017
    The Church Of Jesus Christ Of Latter-Day Saints
    Sao Paulo
  • 04/2023 → Present
    Greenwood Village, CO
  • 08/2024 → Present
    Empower Financial Services, Inc
    Greenwood Village, CO
Previous Registrations
  • 2023-01-27 → 2023-04-03
    Personal Capital Advisors Corporation
    Brentwood, TN
    Greenwood Village, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-26
  • S65 Uniform Investment Adviser Law Examination
    2023-01-26
Other Names
  • Chase Legrand Webster

View on SEC IAPD

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