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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
ID RA APPROVED 2024-08-23
  • ID RA
    APPROVED
    Since 2024-08-23

Branch Locations

Nampa, ID • United States

8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • 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
Fisher Investments Camas WA 07/2022 03/2024
Fisher Investments Camas WA 06/2020 07/2022
Waddell And Reed Portland OR 09/2018 06/2020
Peace Health Vancouver WA 07/2016 04/2018
Uber Vancouver WA 04/2018 09/2018
Empower Financial Services, Inc Greenwood Village CO 07/2024 Present
Homemaker Nampa ID 03/2024 07/2024
Empower Advisory Group, Llc Greenwood Village CO 08/2024 Present
  • 07/2022 → 03/2024
    Camas, WA
  • 06/2020 → 07/2022
    Camas, WA
  • 09/2018 → 06/2020
    Waddell And Reed
    Portland, OR
  • 07/2016 → 04/2018
    Peace Health
    Vancouver, WA
  • 04/2018 → 09/2018
    Uber
    Vancouver, WA
  • 07/2024 → Present
    Empower Financial Services, Inc
    Greenwood Village, CO
  • 03/2024 → 07/2024
    Homemaker
    Nampa, ID
  • 08/2024 → Present
    Greenwood Village, CO
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-07-11
S65 Uniform Investment Adviser Law Examination 2022-08-30
  • S63 Uniform Securities Agent State Law Examination
    2024-07-11
  • S65 Uniform Investment Adviser Law Examination
    2022-08-30

View on SEC IAPD

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