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Bradley Steffen

Empower Advisory Group, LLC

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About Bradley Steffen

Bradley Steffen is a financial advisor who has been in the industry since 2014. Bradley is currently registered with Empower Advisory Group, LLC and has been with the firm since 2021. Bradley has a wide range of experience in the financial services industry, including experience with investment company products, variable contracts, and general securities. Bradley is also a registered representative with FINRA and has a Series 6, Series 7, and Series 66 license. Bradley is a dedicated professional who is committed to helping clients achieve their financial goals.

Firm Information

Bradley Steffen 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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Bradley Steffen’s Registration & Firm History

CO

11/02/2021 - Present

Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)

CO

02/28/2014 - 10/07/2021

TRANSAMERICA CAPITAL, INC. (DENVER CO)

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Licenses & Designations

BOTH

Issued 10/28/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/23/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/07/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/28/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bradley Steffen.
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