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Casey Karcich Patterson

Empower Advisory Group, LLC

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About Casey Karcich Patterson

Casey Patterson is a registered investment advisor representative associated with Empower Advisory Group, LLC. Casey has been in the financial services industry since August 2018. Casey obtained their series 63 license in 2021 and their series 65 license in 2024. Casey currently provides financial planning, and portfolio management services to individuals.

Firm Information

Casey Patterson 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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Casey Patterson’s Registration & Firm History

KS

11/20/2024 - Present

Empower Advisory Group, LLC (Wichita KS)

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Licenses & Designations

State Registrations

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SRO Registrations

Disclosures

There are no public disclosures for Casey Karcich Patterson.
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