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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
MT RA APPROVED 2025-12-08
  • MT RA
    APPROVED
    Since 2025-12-08

Branch Locations

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

Billings, MT • 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
Wells Fargo Clearing Services, Llc Billings MT 11/2022 08/2023
Wells Fargo Bank, Na Billings MT 10/2019 08/2020
Wells Fargo Bank, Na Billings MT 09/2020 10/2022
Enterprise San Diego CA 06/2019 08/2020
Underriner Motors Billings MT 03/2018 05/2018
Hanser's Billings MT 12/2017 03/2018
Montana State University Bozeman MT 08/2013 12/2017
Wells Fargo Bank, Na Billings MT 10/2019 08/2023
Enterprise Billings MT 05/2018 06/2019
Lpl Financial Llc Billings MT 08/2023 10/2025
First Interstate Bank Billings MT 08/2023 10/2025
Empower Financial Services, Inc Greenwood Village CO 11/2025 Present
Empower Advisory Group, Llc Greenwood Village CO 11/2025 Present
  • 11/2022 → 08/2023
    Billings, MT
  • 10/2019 → 08/2020
    Wells Fargo Bank, Na
    Billings, MT
  • 09/2020 → 10/2022
    Wells Fargo Bank, Na
    Billings, MT
  • 06/2019 → 08/2020
    Enterprise
    San Diego, CA
  • 03/2018 → 05/2018
    Underriner Motors
    Billings, MT
  • 12/2017 → 03/2018
    Hanser's
    Billings, MT
  • 08/2013 → 12/2017
    Montana State University
    Bozeman, MT
  • 10/2019 → 08/2023
    Wells Fargo Bank, Na
    Billings, MT
  • 05/2018 → 06/2019
    Enterprise
    Billings, MT
  • 08/2023 → 10/2025
    Billings, MT
  • 08/2023 → 10/2025
    First Interstate Bank
    Billings, MT
  • 11/2025 → Present
    Empower Financial Services, Inc
    Greenwood Village, CO
  • 11/2025 → Present
    Greenwood Village, CO
Previous Registrations
Other Businesses

1) 09/17/2025 - PureWest - Mortgage/Real Estate Services - licensed real estate agent - Billings, MT - Inv Rel - Start date: 08/15/2025 - 5hrs Per Month/ 0 hrs During Trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-02-16
S63 Uniform Securities Agent State Law Examination 2023-01-19
  • S65 Uniform Investment Adviser Law Examination
    2023-02-16
  • S63 Uniform Securities Agent State Law Examination
    2023-01-19
Other Names
  • Luke Daly
  • Luke Taylor Daly

View on SEC IAPD

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