Cory Michael Bergquist

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

• 11/2023 → 11/2023
  Instacart
  San Francisco, CA
• 11/2023 → 02/2025
  Elavon
  Atlanta, GA
• 03/2025 → 05/2026
  Fidelity Investments
  Greenwood Village, CO
• 08/2018 → 04/2020
  Flatirons Bank
  Boulder, CO
• 11/2023 → 11/2023
  Doordash
  San Francisco, CA
• 09/2020 → 02/2023
  On The Rocks Wine And Spirits
  Golden, CO
• 04/2020 → 09/2020
  Unemployed
  Westminster, CO
• 03/2015 → 08/2018
  Wells Fargo
  San Francisco, CA
• 02/2023 → 11/2023
  Adp
  Roseland, NJ
• 06/2026 → Present
  Empower Financial Services Inc
  Greenwood Village, CO
• 06/2026 → Present
  Empower Advisory Group Llc
  Greenwood Village, CO

Exams

• S66 Uniform Combined State Law Examination
  2026-07-14
• S63 Uniform Securities Agent State Law Examination
  2025-06-26

Other Names

• Cory Bergquist