Naomi Feldott

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

• 04/2014 → 04/2021
  Prudential Insurance Company Of America
  Dubuque, IA
• 04/2014 → 04/2021
  Prudential Investment Management Services
  Dubuque, IA
• 06/2018 → 04/2021
  Global Portfoliio Strategies, Inc.
  Dubuque, IA
• 05/2019 → 04/2021
  Prudential Customer Solutions Llc
  Dubuque, IA
• 04/2021 → 04/2023
  Personal Capital Advisors Corporation
  Dubuque, IA
• 04/2023 → Present
  Empower Advisory Group, Llc
  Greenwood Village, CO
• 04/2023 → Present
  Empower Financial Services, Inc
  Greenwood Village, CO

Previous Registrations

• 2021-04-23 → 2023-04-03
  Personal Capital Advisors Corporation
  Greenwood Village, CO
  Dubuque, IA
• 2018-06-25 → 2021-10-01
  Global Portfolio Strategies, Inc.
  Dubuque, IA
• 2019-06-02 → 2020-11-28
  Prudential Select Strategies Llc
  Dubuque, IA

Other Businesses

Dubuque Senior High School Educational Foundation / Treasurer. Support for educational endeavors. Responsible for the bookkeeping of the foundation. 1 hour per month; 0 during normal business hours.

Exams

• S66 Uniform Combined State Law Examination
  2018-06-11
• S63 Uniform Securities Agent State Law Examination
  2014-06-09

Designations

• Certified Financial Planner

Other Names

• Naomi Jo Hoppenjan
• Naomi Feldott
• Naomi Jo Feldott