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Daniel Francis Flanagan

Empower Advisory Group, LLC

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About Daniel Francis Flanagan

Daniel Flanagan is an Investment Advisor Representative with Empower Advisory Group, LLC. Daniel has been in the financial services industry since 2003. Daniel holds the Series 7, Series 31 and Series 66 licenses. Daniel has previously been registered with Principal Securities, Inc., Morgan Keegan & Company, Inc., Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc. Daniel specializes in providing financial planning and portfolio management for individuals and families.

Firm Information

Daniel Flanagan 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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Daniel Flanagan’s Registration & Firm History

GA

04/03/2023 - Present

Empower Advisory Group, LLC (Roswell GA)

GA

12/12/2012 - 04/12/2017

PRINCIPAL SECURITIES, INC. (ATLANTA GA)

GA

03/20/2009 - 12/10/2012

MORGAN KEEGAN & COMPANY, INC. (ATLANTA GA)

GA

04/02/2007 - 03/24/2009

MORGAN STANLEY & CO. INCORPORATED (ATLANTA GA)

GA

01/02/2003 - 04/02/2007

MORGAN STANLEY DW INC. (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 01/24/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/12/2017

SIE - Securities Industry Essentials Examination

BC

Issued 03/07/2003

Series 31 - Futures Managed Funds Examination

BC

Issued 12/24/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Daniel Francis Flanagan. Review regulatory record here.
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