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Lori Marie Schumann

Empower Advisory Group, LLC

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About Lori Marie Schumann

Lori Marie Schumann is an investment advisor representative with Empower Advisory Group, LLC. Lori has been in the industry since 2005. Lori specializes in helping individuals, high-net-worth individuals, corporations and other businesses, charitable organizations, and pension and profit-sharing plans. Lori offers financial planning, educational seminars and portfolio management for individuals. She has her Series 6, 63, and 65 licenses. Lori is a Registered Investment Advisor in Kansas and has experience in the financial industry with prior positions at GWFS Equities, Inc. and J.P. Morgan Institutional Investments Inc.

Firm Information

Lori Schumann 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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Lori Schumann’s Registration & Firm History

KS

02/11/2015 - Present

Empower Advisory Group, LLC (Olathe KS)

KS

09/02/2014 - 01/22/2015

GWFS EQUITIES, INC. (OVERLAND PARK KS)

KS

10/07/2005 - 09/02/2014

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (OVERLAND PARK KS)

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Licenses & Designations

IA

Issued 11/28/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/01/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/22/2015

SIE - Securities Industry Essentials Examination

BC

Issued 10/06/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lori Marie Schumann.
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