William Thomas Schoffelman

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

• 08/2016 → 12/2017
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 01/2018 → 11/2021
  Lincoln Financial Advisors Corporation
  Scottsdale, AZ
• 11/2021 → 12/2023
  Integrated Wealth Concepts
  Waltham, MA
• 01/2024 → Present
  Empower Financial Services, Inc
  Greenwood Village, CO

Previous Registrations

• 2021-11-23 → 2023-12-14
  Integrated Wealth Concepts Llc
  Phoenix, AZ
• 2018-01-18 → 2021-10-19
  Osaic Fa, Inc.
  Scottsdale, AZ
• 2017-06-26 → 2018-01-03
  Charles Schwab & Co., Inc.
  Phoenix, AZ

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-01-23
• S66 Uniform Combined State Law Examination
  2017-05-03