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Aaron Sweere

Empower Advisory Group, LLC

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About Aaron Sweere

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.

Firm Information

Aaron Sweere is currently registered with Empower Advisory Group, LLC. Empower Advisory Group, LLC is a financial advisory firm based in Greenwood Village, CO, providing financial planning, portfolio management for individuals, and educational seminars. They manage over $134 billion in assets for a diverse clientele including individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. The firm has over 700 investment advisor representatives and is registered with the SEC under number 801-58105.
Empower Advisory Group, LLC

8515 EAST ORCHARD RD 4T2

GREENWOOD VILLAGE, CO 80111

$134.28B

Assets Under Management

18

Total Clients

1,128

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Aaron Sweere’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Aaron Sweere.
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