Brian Michael Tree

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

• 02/2014 → 02/2018
  Scottrade
  Oklahoma City, OK
• 02/2018 → 11/2019
  Td Ameritrade, Inc.
  Springfield, MO
• 02/2018 → 11/2019
  Td Ameritrade Investment Management, Llc
  Omaha, NE
• 12/2019 → 10/2022
  Fisher Investments
  Plano, TX
• 10/2022 → 12/2022
  Personal Capital Advisors Corporation
  Aubrey, TX
• 12/2022 → Present
  Personal Capital Advisors Corporation
  Ozark, MO
• 04/2023 → Present
  Empower Advisory Group, Llc
  Greenwood Village, CO

Previous Registrations

• 2022-10-17 → 2023-04-03
  Personal Capital Advisors Corporation
  Greenwood Village, CO
  Aubrey, TX
  Ozark, MO
• 2019-12-11 → 2022-10-18
  Fisher Investments
  Plano, TX
  Plano, TX
• 2018-02-27 → 2019-11-19
  Td Ameritrade, Inc.
  Springfield, MO
• 2018-02-26 → 2019-11-19
  Td Ameritrade Investment Management, Llc
  Omaha, NE
  Springfield, MO
• 2016-08-11 → 2018-02-26
  Scottrade Investment Management
  Saint Louis, MO
• 2013-09-23 → 2014-02-11
  Edward Jones
  Yukon, OK
  Mustang, OK
  St Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2013-07-27