Unclaimed
Aaron Sweere is a financial advisor who is currently registered with Empower Advisory Group, LLC. Aaron has been in the industry since 2015. Aaron has a wide range of experience and is licensed in several states. Empower Advisory Group, LLC is a firm that provides financial planning, portfolio management for individuals, and educational seminars. They are registered with the SEC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
IN
04/05/2024 - Present
Empower Advisory Group, LLC (South Bend IN)
MN
04/19/2023 - 03/02/2024
J.P. MORGAN SECURITIES LLC (Minneapolis MN)
MN
08/26/2021 - 05/01/2023
LPL FINANCIAL LLC (BLOOMINGTON MN)
MN
12/16/2019 - 08/02/2021
ALLIANZ LIFE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)
MN
04/23/2019 - 12/09/2019
VOYA FINANCIAL ADVISORS, INC. (ST PAUL MN)
MN
01/22/2019 - 04/30/2019
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
AL
11/18/2016 - 01/02/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TUSCALOOSA AL)
AL
08/04/2016 - 10/26/2016
MONEY CONCEPTS CAPITAL CORP (Tuscaloosa AL)
AL
06/29/2015 - 06/14/2016
PNC INVESTMENTS (FAIRHOPE AL)
BOTH
Issued 08/07/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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