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Kara Noel Shaffer

Empower Advisory Group, LLC

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About Kara Noel Shaffer

Kara Noel Shaffer is an active investment advisor representative with Empower Advisory Group, LLC. Kara has been in the industry since February 2012. Kara is registered in Maryland and has passed the Series 7, Series 63, and SIE exams. Kara was previously employed by Lincoln Financial Advisors Corporation in Hunt Valley, Maryland. Empower Advisory Group, LLC is a financial advisory firm with offices in Greenwood Village, Colorado and Timonium, Maryland. They provide financial planning, portfolio management, and educational seminars to a wide range of clients, including individuals, families, businesses, and institutions. They have over 731 employees and manage approximately $134,279,160,181 in assets.

Firm Information

Kara Shaffer 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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Kara Shaffer’s Registration & Firm History

MD

04/03/2023 - Present

Empower Advisory Group, LLC (TIMONIUM MD)

MD

02/20/2012 - 10/01/2021

LINCOLN FINANCIAL ADVISORS CORPORATION (HUNT VALLEY MD)

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Licenses & Designations

BC

Issued 08/04/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/17/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kara Noel Shaffer.
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