Howard I Mortenson

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

• 02/2013 → 05/2017
  Financial Engines Advisors L.L.C.
  Phoenix, AZ
• 05/2017 → 09/2018
  Sigfig Wealth Management Llc
  Phoniex, AZ
• 09/2018 → 12/2019
  Citizens Securities, Inc.
  Phoenix, AZ
• 09/2020 → 06/2021
  Cetera Investment Services Llc
  St.CLoud, MN
• 09/2020 → 06/2021
  Cetera Investment Advisers Llc
  Ludington, MI
• 09/2020 → 06/2021
  West Shore Bank
  Ludington, MI
• 01/2020 → 08/2020
  Unknown
  Muskegon, MI
• 06/2021 → Present
  Sigfig Wealth Management, Llc
  San Francisco, CA
• 06/2026 → Present
  Empower Financial Services Inc
  Greenwood Village, CO
• 08/2026 → Present
  Empower Advisory Group
  Greenwood Village, CO

Previous Registrations

• 2021-10-01 → 2024-06-17
  Sigfig Wealth Management Llc
  San Francisco, CA
  Chandler, AZ
  Muskegon, MI
• 2020-10-05 → 2021-06-24
  Cetera Investment Advisers Llc
  Ludington, MI
• 2018-10-02 → 2019-12-24
  Citizens Securities, Inc.
  Phoenix, AZ
• 2017-05-11 → 2018-09-17
  Sigfig Wealth Management Llc
  Phoenix, AZ
• 2013-02-25 → 2017-06-05
  Edelman Financial Engines
  Phoenix, AZ
• 2011-11-23 → 2013-02-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
• 2010-10-05 → 2011-11-02
  Lpl Financial Llc
  Fort Mill, SC
  Chandler, AZ
  Chandler, AZ

Exams

• S66 Uniform Combined State Law Examination
  2026-08-20
• S63 Uniform Securities Agent State Law Examination
  2019-07-09
• S65 Uniform Investment Adviser Law Examination
  2008-12-08

Other Names

• Howard Irwin Mortenson
• Howard Irwin Mortenson
• Howard I Mortenson