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Cory Matthew Sinclair

Empower Advisory Group, LLC

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About Cory Matthew Sinclair

Cory Sinclair is an investment advisor representative at Empower Advisory Group, LLC, in Indianola, IA. Cory has been in the securities industry for over 16 years, and has been registered with the state of Iowa since 2023. Cory is also a registered investment advisor representative in Colorado. Cory holds the Series 6, 7, 63, 65, and 24 licenses. Cory specializes in financial planning, portfolio management for individuals, and educational seminars.

Firm Information

Cory Sinclair 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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Cory Sinclair’s Registration & Firm History

IA

04/03/2023 - Present

Empower Advisory Group, LLC (Indianola IA)

IA

11/29/2007 - 04/03/2018

PRINCIPAL SECURITIES, INC. (DES MOINES IA)

IA

01/27/2004 - 11/12/2007

COUNTRY CAPITAL MANAGEMENT COMPANY (INDIANOLA IA)

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Licenses & Designations

IA

Issued 12/24/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/01/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/01/2016

Series 24 - General Securities Principal Examination

BC

Issued 04/03/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/14/2007

Series 7 - General Securities Representative Examination

BC

Issued 01/26/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Cory Matthew Sinclair.
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