Dannie Lee Westlake

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

• 02/2016 → 06/2017
  Personal Capital
  Denver, CO
• 06/2017 → 04/2023
  Personal Capital Advisors Corporation
  Denver, CO
• 04/2023 → Present
  Empower Advisory Group, Llc
  Greenwood Village, CO
• 06/2023 → Present
  Empower Financial Services, Inc
  Greenwood Village, CO

Previous Registrations

• 2017-04-28 → 2023-04-03
  Personal Capital Advisors Corporation
  Denver, CO
  Denver, CO

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-09-18
• S65 Uniform Investment Adviser Law Examination
  2017-04-28

Other Names

• Dan Westlake
• Dan Lee Westlake