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Lisa Maureen Dilorenzo

Empower Advisory Group, LLC

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About Lisa Maureen Dilorenzo

Lisa Maureen Dilorenzo is an Investment Advisor Representative at Empower Advisory Group, LLC. Lisa has been in the financial industry for over 20 years and has extensive experience in providing investment advice and financial planning services. She is licensed in Colorado and is dedicated to helping her clients achieve their financial goals. Lisa previously worked at GWFS Equities, Inc. where she provided similar services from 2000 to 2004. Her areas of specialization include individuals, charitable organizations, and retirement planning.

Firm Information

Lisa Dilorenzo 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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Lisa Dilorenzo’s Registration & Firm History

CO

11/15/2011 - Present

Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)

CO

11/06/2000 - 11/12/2004

GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)

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Licenses & Designations

IA

Issued 11/14/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/20/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/03/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lisa Maureen Dilorenzo.
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