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Daniel Marsan

Empower Advisory Group, LLC

Greenwood Village, CO

Philadelphia, PA

CRD 7797347

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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:

Current Employers
Empower Advisory Group, Llc

8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-02-22
  • PA RA
    APPROVED
    Since 2026-02-22

Branch Locations

8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States

Philadelphia, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Empower Financial Services, Inc Greenwood Village CO 09/2023 Present
The Federal Savings Bank Oak Brook IL 05/2023 09/2023
Carrington Mortgage Mt Laurel NJ 04/2020 01/2023
Freedom Mortgage Mt Laurel NJ 07/2018 04/2020
Oak Hill Golf Club Holland NJ 04/2012 06/2018
Unemployed Na NJ 02/2023 04/2023
Empower Advisory Group Greenwood Village CO 02/2026 Present
  • 09/2023 → Present
    Empower Financial Services, Inc
    Greenwood Village, CO
  • 05/2023 → 09/2023
    The Federal Savings Bank
    Oak Brook, IL
  • 04/2020 → 01/2023
    Carrington Mortgage
    Mt Laurel, NJ
  • 07/2018 → 04/2020
    Freedom Mortgage
    Mt Laurel, NJ
  • 04/2012 → 06/2018
    Oak Hill Golf Club
    Holland, NJ
  • 02/2023 → 04/2023
    Unemployed
    Na, NJ
  • 02/2026 → Present
    Empower Advisory Group
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-12
S63 Uniform Securities Agent State Law Examination 2023-11-03
  • S66 Uniform Combined State Law Examination
    2026-02-12
  • S63 Uniform Securities Agent State Law Examination
    2023-11-03

View on SEC IAPD

Nearby Firms

DODDS WEALTH, LLC
MARSHALL INVESTMENT MANAGEMENT, LLC
AXS CAPITAL, LLC

Nearby Investors

BRENNAN PAUL PATE
JOHN MICHAEL DODDS
Natalie Ford

Nearby Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO
MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO
AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO

More in Greenwood Village, CO

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