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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
CO RA APPROVED 2023-04-03
  • CO RA
    APPROVED
    Since 2023-04-03

Branch Locations

8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States

Colorado Springs, CO • 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
Metlife Securities Greenwood Village CO 04/2014 03/2017
Massachusetts Mutual Life Insurance Company Colorado Springs CO 07/2016 01/2020
Mml Investors Services, Llc Colorado Springs CO 03/2017 01/2020
Woodbury Financial Services Inc Colorado Springs CO 01/2020 10/2021
Personal Capital Advisors Corporation Colorado Springs CO 11/2021 04/2023
Empower Advisory Group, Llc Greenwood Village CO 04/2023 Present
Empower Financial Services, Inc Greenwood Village CO 09/2023 Present
  • 04/2014 → 03/2017
    Metlife Securities
    Greenwood Village, CO
  • 07/2016 → 01/2020
    Massachusetts Mutual Life Insurance Company
    Colorado Springs, CO
  • 03/2017 → 01/2020
    Colorado Springs, CO
  • 01/2020 → 10/2021
    Woodbury Financial Services Inc
    Colorado Springs, CO
  • 11/2021 → 04/2023
    Personal Capital Advisors Corporation
    Colorado Springs, CO
  • 04/2023 → Present
    Greenwood Village, CO
  • 09/2023 → Present
    Empower Financial Services, Inc
    Greenwood Village, CO
Previous Registrations
  • 2021-12-02 → 2023-04-03
    Personal Capital Advisors Corporation
    Colorado Springs, CO
    Greenwood Village, CO
  • 2020-02-03 → 2021-10-19
    Woodbury Financial Services, Inc.
    Colorado Springs, CO
  • 2017-03-25 → 2020-02-05
    Colorado Springs, CO
  • 2014-08-15 → 2017-03-25
    Msi Financial Services, Inc.
    Greenwood Village, CO
    Colorado Springs, CO
Other Businesses

Self / Owner, Life Coaching. Life and money mindset coaching. No financial advice given.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-11-25
  • S66 Uniform Combined State Law Examination
    2013-11-25
Other Names
  • Courtney Kristen Hall
  • Courtney Burrell
  • Courtney Kristen Burrell

View on SEC IAPD

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