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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
WA RA APPROVED 2025-10-24
  • WA RA
    APPROVED
    Since 2025-10-24

Branch Locations

Newcastle, WA • 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
Msi Financial Services, Inc. Tacoma WA 10/2009 03/2017
Massachusetts Mutual Life Insurance Company Springfield MA 07/2016 10/2017
Mml Investors Services, Llc Tacoma WA 03/2017 10/2017
Tiaa Seattle WA 10/2017 01/2025
Tiaa-Cref Individual & Institutional Services, Llc Seattle WA 10/2017 01/2025
Empower Financial Services, Inc Greenwood Village CO 10/2025 Present
Empower Advisory Group, Llc Greenwood Village CO 10/2025 Present
Unemployed Seattle WA 01/2025 10/2025
Previous Registrations
Other Businesses

HOWSEY LLC POSITION: Owner NATURE: LLC that owns a short term rental listed on AirBnB and Vacasa. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/15/2024 ADDRESS: 1401 Southshore Ave, Westport WA 98595, United States DESCRIPTION: Maintain the house and records

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-02-18
  • S66 Uniform Combined State Law Examination
    2010-02-18
Other Names
  • Jason Casey
  • Jason James Casey

View on SEC IAPD

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