William Connelly

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

• 12/2019 → 05/2023
  Td Ameritrade
  Omaha, NE
• 08/2019 → 11/2019
  Wells Fargo
  Omaha, NE
• 06/2018 → 08/2019
  Boy Scouts Of America
  Omaha, NE
• 08/2017 → 06/2018
  Wells Fargo
  Omaha, NE
• 08/2016 → 12/2016
  Fareway
  Storm Lake, IA
• 08/2013 → 05/2017
  Buena Vista University
  Storm Lake, IA
• 05/2023 → 07/2024
  Charles Schwab & Co., Inc.
  Omaha, NE
• 01/2025 → Present
  Empower Financial Services, Inc
  Greenwood Village, CO
• 07/2024 → 12/2024
  Wells Fargo
  Cedar Rapids, IA
• 02/2026 → Present
  Empower Advisory Group
  Greenwood Village, CO

Exams

• S66 Uniform Combined State Law Examination
  2026-02-23
• S63 Uniform Securities Agent State Law Examination
  2020-05-26

Other Names

• William Connelly
• William L Connelly
• William Lloyd Connelly