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8355 East Hartford Drive Suite 105, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2020-02-24 |
Branch Locations
8355 East Hartford Drive Suite 105, Scottsdale, AZ 85255 • United States
3304 Nursery Drive, Middleton, WI 53562 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Horter Investment Management, Llc | Cincinnati | OH | 05/2014 | 07/2018 |
| Empowered Wealth Management | Madison/Verona | WI | 09/2015 | 04/2017 |
| Empowered Financial Management, Llc | Middleton | WI | 04/2017 | Present |
| Bcj Capital Management | Scottsdale | AZ | 07/2018 | 01/2019 |
| Empowered Financial Investments, Llc | Middleton | WI | 07/2018 | 02/2020 |
| Empowered Financial Investments, Llc | Middleton | WI | 08/2018 | 02/2020 |
| Trek Financial | Scottsdale | AZ | 02/2020 | Present |
The Name of the other business: Empowered Financial Management, LLC Investment Related?: No Address of other business: Middleton, WI Nature of other business: Insurance Your position: Owner Start Date: 04/2017 How many hours you devote to the other business per month: 160 How many hours you devote to the other business during securities trading hours: 160 Briefly describe your duties: Sale of insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-05-07 |
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