Lynn Richard Petkus

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

• 03/2013 → 12/2019
  Aviance Capital Partners Llc
  Naples, FL
• 01/2020 → 11/2020
  Unemployed
  Estero, FL
• 12/2020 → 07/2021
  Symmetry Financial Group
  Estero, FL
• 08/2021 → 08/2022
  Fischer Investment Strategies Llc
  Estero, FL
• 08/2022 → 01/2024
  Regions Bank
  Fort Myers, FL
• 01/2024 → 08/2024
  Financial Engines Advisors, L.L.C.
  Santa Clara, CA
• 11/2024 → Present
  Empower Financial Services, Inc
  Greenwood Village, CO
• 12/2024 → Present
  Empower Advisory Group, Llc
  Greenwood Village, CO

Previous Registrations

• 2024-01-12 → 2024-09-13
  Edelman Financial Engines
  Fort Myers, FL
• 2021-08-06 → 2022-08-22
  Fischer Investment Strategies, Llc
  Estero, FL
  Westlake Village, CA
• 2013-04-11 → 2019-11-20
  Aviance Capital Partners Llc
  Naples, FL
• 2002-01-09 → 2011-01-07
  Churchill Management Group
  Irving, TX
  Naples, FL

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-11-20
• S65 Uniform Investment Adviser Law Examination
  2013-03-28