linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Joseph Robert Schultz

Empower Advisory Group, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Joseph? Claim Your Profile

About Joseph Robert Schultz

Joseph Robert Schultz is a financial advisor with Empower Advisory Group, LLC, based in Greenwood Village, Colorado. Joseph Robert Schultz has been in the industry since November 22, 2016. Joseph Robert Schultz is licensed to provide financial advice in 45 states and is a registered investment advisor in Wisconsin. Joseph Robert Schultz has passed the Series 6, Series 7, Series 66, and SIE exams. Joseph Robert Schultz has previously worked at UBS Financial Services Inc. and GWFS Equities, Inc..

Firm Information

Joseph Schultz 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Joseph Schultz’s Registration & Firm History

CO

01/17/2024 - Present

Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)

WI

06/08/2017 - 05/30/2023

UBS FINANCIAL SERVICES INC. (MADISON WI)

WI

06/27/2016 - 02/27/2017

GWFS EQUITIES, INC. (Milwaukee WI)

Not sure if Joseph Robert Schultz is right for you?

Licenses & Designations

BOTH

Issued 07/24/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/08/2017

Series 7 - General Securities Representative Examination

BC

Issued 06/27/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph Robert Schultz.
Not sure if Joseph Robert Schultz is right for you?