Heather Michelle Metcalf

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

• 07/2016 → 02/2017
  Cuso Financial Services, Lp
  San Diego, CA
• 07/2016 → 02/2017
  Oregon State Credit Union
  Corvallis, OR
• 11/2015 → 07/2016
  Oregon Department Of Human Services
  Springfield, OR
• 02/2018 → 08/2019
  Td Ameritrade, Inc.
  Salem, OR
• 02/2018 → 08/2019
  Td Ameritrade Investment Management, Llc
  Omaha, NE
• 02/2017 → 02/2018
  Scottrade
  Salem, OR
• 09/2019 → 09/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Eugene, OR
• 09/2019 → 09/2020
  Bank Of America, N.A.
  Eugene, OR
• 09/2020 → 06/2024
  Securities America, Inc.
  Eugene, OR
• 09/2020 → 02/2025
  Pfg Advisors
  Eugene, OR
• 06/2024 → 02/2025
  Osaic Wealth, Inc.
  Eugene, OR
• 11/2025 → Present
  Empower Financial Services, Inc
  Greenwood Village, CO
• 02/2025 → 05/2025
  Unemployed
  Eugne, OR
• 06/2025 → 11/2025
  Unemployed
  Center, TX

Previous Registrations

• 2020-09-18 → 2025-02-06
  Pfg Advisors
  Springfield, OR
  Eugene, OR
  Eugene, OR
  Eugene, OR
  Eugene, OR
• 2019-09-23 → 2020-09-15
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Eugene, OR
  Tacoma, WA
  Eugene, OR
• 2018-04-20 → 2019-09-11
  Td Ameritrade, Inc.
  Salem, OR
• 2018-02-26 → 2019-09-11
  Td Ameritrade Investment Management, Llc
  Omaha, NE
  Salem, OR
• 2017-03-20 → 2018-02-26
  Scottrade Investment Management
  Saint Louis, MO
• 2016-10-25 → 2017-02-08
  Cuso Financial Services, L.P.
  Corvallis, OR
  San Diego, CA

Exams

• S66 Uniform Combined State Law Examination
  2016-10-24
• S63 Uniform Securities Agent State Law Examination
  2014-04-15

Other Names

• Heather Michelle Duncan
• Heather Michelle Metcalf
• Heather Metcalf