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Josh Vondran

Empower Advisory Group, LLC

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About Josh Vondran

Josh Vondran is a registered investment advisor representative with Empower Advisory Group, LLC. Josh has been in the financial industry since 2014. Josh is licensed to provide financial services in Iowa. The firm’s main office is located in Greenwood Village, Colorado. Josh has been a registered representative with LPL Financial LLC since 2019 and before that was with Cetera Investment Services LLC and Prudential Investment Management Services LLC. Josh has a Series 6, 7, 63 and 65 licenses, along with a SIE exam.

Firm Information

Josh Vondran 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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Josh Vondran’s Registration & Firm History

IA

05/16/2022 - Present

Empower Advisory Group, LLC (Epworth IA)

IA

04/30/2019 - 03/08/2022

LPL FINANCIAL LLC (DUBUQUE IA)

IA

01/04/2016 - 04/30/2019

CETERA INVESTMENT SERVICES LLC (DUBUQUE IA)

IA

06/13/2014 - 12/21/2015

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (DUBUQUE IA)

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Licenses & Designations

IA

Issued 11/10/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/27/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/13/2016

Series 7 - General Securities Representative Examination

BC

Issued 06/13/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Josh Vondran.
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