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Dannie Lee Westlake

Empower Advisory Group, LLC

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About Dannie Lee Westlake

Dan Westlake is a financial advisor registered with Empower Advisory Group, LLC. Dan has been in the financial industry since April 2017. Dan is licensed to provide financial advice in Colorado. Dan holds the Series 65, 63, 7TO and SIE licenses, as well as the Series 24 license. Dan specializes in providing financial planning and investment advice to individuals, businesses, and institutions. Dan is currently registered with Empower Advisory Group, LLC. Dan's office is located in Greenwood Village, CO.

Firm Information

Dannie Westlake 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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Dannie Westlake’s Registration & Firm History

CO

04/03/2023 - Present

Empower Advisory Group, LLC (Littleton CO)

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Licenses & Designations

BC

Issued 09/18/2023

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 04/28/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/15/2024

Series 24 - General Securities Principal Examination

BC

Issued 09/08/2023

Series 7TO - General Securities Representative Examination

BC

Issued 07/03/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dannie Lee Westlake.
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