Kelly Paiz

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

• 04/2015 → 01/2021
  Tdameritrade
  Denver, CO
• 01/2021 → Present
  Empower Retirement
  Denver, CO

Previous Registrations

• 2015-04-24 → 2021-01-06
  Td Ameritrade, Inc.
  Denver, CO
  Westlake, TX
  Omaha, NE
• 2011-04-25 → 2015-01-13
  Strategic Advisers Llc
  Smithfield, RI
  Denver, CO
  Denver, CO
  Denver, CO
• 2005-04-26 → 2007-04-04
  Country Trust Bank
  Englewood, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-04-18
• S63 Uniform Securities Agent State Law Examination
  1999-05-06

Other Names

• Kelly Cain
• Kelly L Paiz
• Kelly Lynette Paiz