William Robson Tipps

Employer firm

Empower Wealth Management CRD 305031

$349M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2015 → 11/2019
  Axa Advisors Llc
  New York, NY
• 10/2021 → 12/2023
  Charles Schwab & Co., Inc.
  Austin, TX
• 10/2021 → 12/2023
  Charles Schwab Bank, Ssb
  Austin, TX
• 01/2020 → 01/2021
  The Heyl Group With Keller Williams
  Austin, TX
• 11/2019 → 01/2020
  Unemployed
  Austin, TX
• 01/2021 → 10/2021
  Modis
  Austin, TX
• 09/2014 → 11/2019
  49 Financial
  Austin, TX
• 07/2026 → Present
  Empower Wealth Management
  Cedar Park, TX
• 12/2023 → 07/2024
  Hacknotice
  Austin, TX
• 09/2024 → 04/2026
  Austin Asset
  Austin, TX

Previous Registrations

• 2021-11-04 → 2023-12-13
  Charles Schwab & Co., Inc.
  San Antonio, TX
  Austin, TX
• 2015-09-23 → 2019-11-13
  Equitable Advisors, Llc
  Austin, TX
  Austin, TX
  Austin, TX

Other Businesses

Senior Tax & Insurance Advisors, PLLC dba Empower Wealth Group; It is investment related; 715 Discovery Blvd., Suite 205, Cedar Park, TX 78613; Insurance Sales - Provides advisory and non-advisory clients with insurance product solutions; Insurance Agent; July 2026. Works at least 40 hours per month during market trading hours; Insurance Sales.

Exams

• S66 Uniform Combined State Law Examination
  2015-08-26

Designations

• Certified Financial Planner

Other Names

• Will Tipps