Sean Lynch

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

• 06/2016 → 08/2017
  Landscape Logic
  Charlevoix, MI
• 08/2017 → 03/2020
  Encore Financial
  Cheboygan, MI
• 03/2020 → 02/2023
  Cuso Financial Services, L.P.
  San Diego, CA
• 02/2023 → 06/2023
  Principal Life Insurance Company
  Boyne Falls, MI
• 02/2023 → 06/2023
  Principal Securities Inc
  Boyne Falls, MI
• 07/2023 → Present
  Empower Financial Services, Inc
  Greenwood Village, CO
• 08/2024 → Present
  Empower Advisory Group, Llc
  Greenwood Village, CO

Previous Registrations

• 2023-02-06 → 2023-06-14
  Principal Securities, Inc.
  Lansing, MI
  Boyne Falls, MI
  Boyne Falls, MI
• 2020-03-10 → 2023-02-14
  Cuso Financial Services, L.P.
  Charlevoix, MI
  Gordonsville, VA
  Traverse City, MI
  Traverse City, MI
  Traverse City, MI
  Traverse City, MI
  Traverse City, MI
• 2018-08-22 → 2020-03-09
  On Investment Management Co
  Petoskey, MI

Other Businesses

KINDRED INSIGHTS - ETSY POSITION: Owner NATURE: Online Retail store INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2023 ADDRESS: 3308 Hill View, Boyne Falls MI 49713, United States DESCRIPTION: This is an Etsy shop my wife and I started.

Exams

• S66 Uniform Combined State Law Examination
  2018-04-02