Advisor at Empower Advisory Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Empower Advisory Group
Location
Montello, WI
Credentials
Series 63, Series 66
Industry experience
< 1 year
Empower Advisory Group, LLC
2025 - Present (1 year)
Empower Financial Services, inc
2025 - Present (1 year)
Sheehy Express
2025 - 2025 (1 year)
Magical Teams
2025 - 2025 (1 year)
Unemployed
2024 - 2025 (1 year)
Distribution Strategy Group
2022 - 2024 (2 years)
Unemployed
2021 - 2022 (1 year)
The Gardner Company
2021 - 2021 (1 year)
Avid Ratings
2018 - 2021 (3 years)
Listing Mirror
2018 - 2018 (1 year)
Wisconsin Distributors
2017 - 2018 (1 year)
Winsupply of Fargo
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Series 66
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Series 66
Princeton, WI
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Series 63, Series 65
Montello, WI
Thrivent Investment Management
Series 66
Neshkoro, WI
Ameriprise
Series 63
Princeton, WI
Raymond James Financial
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