Todd Joseph Burgess

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

• 10/2014 → 04/2021
  Prudential Insurance Company Of America
  Otsego, MN
• 10/2014 → 04/2021
  Prudential Investment Management Services Llc
  Otsego, MN
• 12/2014 → 12/2018
  Global Portfolio Strategies, Inc.
  Sartell, MN
• 05/2019 → 04/2021
  Prudential Customer Solutions Llc
  Otsego, MN
• 04/2021 → Present
  Gwfs Equities, Llc
  Greenwood Village, CO

Previous Registrations

• 2019-05-31 → 2020-11-24
  Prudential Select Strategies Llc
  Dubuque, IA
• 2014-12-01 → 2018-12-31
  Global Portfolio Strategies, Inc.
  Dubuque, IA
• 2003-06-23 → 2008-12-31
  Burgess Investments
  Dubuque, IA
• 2002-08-26 → 2003-04-09
  Prudential Retirement Brokerage Services, Inc.
  Dubuque, IA

Other Businesses

Cedar Creek Golf Course / Greens Keeper. Monitor self-checkout area and assist customers with self-checkout process; Keep self-checkout area clean and organized; Mow grass on weekends. Part-time with weekend only hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-11-15
• S63 Uniform Securities Agent State Law Examination
  2014-10-27

Other Names

• Todd Joseph Burgess
• Todd Joseph Burgess
• Todd Joseph Burgess