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Mackenzie Rachelle Gillespie

Empower Advisory Group, LLC

Greenwood Village, CO

Westfield, IN

CRD 6979738

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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
IN RA APPROVED 2022-07-08
  • IN RA
    APPROVED
    Since 2022-07-08

Branch Locations

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

Westfield, IN • 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
Td Ameritrade San Diego CA 06/2018 05/2022
Physicians Health Plan Of Northern Indiana Fort Wayne IN 03/2017 05/2018
Health Insurance License Fort Wayne IN 06/2016 05/2018
Aflac Fort Wayne IN 05/2016 11/2016
University Of Saint Francis Fort Wayne IN 08/2014 05/2018
Gwfs Equities, Inc Greenwood Village CO 07/2022 Present
Advised Assets Group, Llc Greenwood Village CO 07/2022 Present
  • 06/2018 → 05/2022
    Td Ameritrade
    San Diego, CA
  • 03/2017 → 05/2018
    Physicians Health Plan Of Northern Indiana
    Fort Wayne, IN
  • 06/2016 → 05/2018
    Health Insurance License
    Fort Wayne, IN
  • 05/2016 → 11/2016
    Aflac
    Fort Wayne, IN
  • 08/2014 → 05/2018
    University Of Saint Francis
    Fort Wayne, IN
  • 07/2022 → Present
    Gwfs Equities, Inc
    Greenwood Village, CO
  • 07/2022 → Present
    Advised Assets Group, Llc
    Greenwood Village, CO
Previous Registrations
  • 2022-01-26 → 2022-06-02
    Indianapolis, IN
  • 2019-01-02 → 2022-06-02
    Td Ameritrade, Inc.
    San Diego, CA
    Greenwood, IN
    Indianapolis, IN
  • 2019-01-02 → 2022-06-02
    Td Ameritrade Investment Management, Llc
    San Diego, CA
    Greenwood, IN
    Indianapolis, IN
Other Businesses

Gillespie Management Group LLC / Member, Owner. Operating and managing assisted living facilities. I am a member/owner, however, do not currently play an active role in the company. 2 hours per month; 0 during normal business hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-12-28
  • S66 Uniform Combined State Law Examination
    2018-12-28
Other Names
  • Mackenzie Burnworth
  • Mackenzie Rachelle Burnworth

View on SEC IAPD

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