Patrick F Beach

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

• 03/2005 → 04/2021
  American Century Investments
  Kansas City, MO
• 05/2021 → Present
  Gwfs Equities, Inc
  Greenwood Village, CO

Previous Registrations

• 2017-11-09 → 2021-05-04
  American Century Investments Private Client Group, Inc.
  Kansas City, MO
• 2009-05-04 → 2012-12-31
  American Century Advisory Services, Inc.
  Kansas City, MO

Exams

• S66 Uniform Combined State Law Examination
  2009-04-30
• S63 Uniform Securities Agent State Law Examination
  2004-01-27

Other Names

• Pat Beach
• Patrick Francis Beach