Best Investors Account Sign in
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
TX RA APPROVED 2024-05-16
  • TX RA
    APPROVED
    Since 2024-05-16

Branch Locations

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

Montgomery, TX • 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
Empower Financial Services, Inc Greenwood Village CO 01/2023 Present
Assurance Iq Seattle WA 10/2020 12/2022
Awl Insurance Austin TX 06/2020 10/2020
Allstate Insurance Montgomery TX 03/2020 06/2020
Farmers Insurance Humble TX 10/2018 03/2020
Csi Worldwide Las Vegas NV 01/2012 09/2018
  • 01/2023 → Present
    Empower Financial Services, Inc
    Greenwood Village, CO
  • 10/2020 → 12/2022
    Assurance Iq
    Seattle, WA
  • 06/2020 → 10/2020
    Awl Insurance
    Austin, TX
  • 03/2020 → 06/2020
    Allstate Insurance
    Montgomery, TX
  • 10/2018 → 03/2020
    Farmers Insurance
    Humble, TX
  • 01/2012 → 09/2018
    Csi Worldwide
    Las Vegas, NV
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-14
S63 Uniform Securities Agent State Law Examination 2023-02-07
  • S65 Uniform Investment Adviser Law Examination
    2024-05-14
  • S63 Uniform Securities Agent State Law Examination
    2023-02-07

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Greenwood Village, CO

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor