Unclaimed
Logan Stelzner is an investment advisor representative at Empower Advisory Group, LLC. Logan has been in the financial services industry for over 5 years and is registered with the state of Colorado as both a broker-dealer and an investment advisor. Logan has a Series 6, Series 7TO, Series 63, and Series 65 license. Logan has experience working with individuals, corporations, pension and profit sharing plans, charitable organizations, and state or municipal government entities.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CO
04/26/2022 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
IA
Issued 04/25/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Logan Stelzner is the right advisor for you? Invested Better is here to help.