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Lynn Richard Petkus

Empower Advisory Group, LLC

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About Lynn Richard Petkus

Lynn Petkus is a financial advisor working for Empower Advisory Group, LLC. Lynn Petkus has over 30 years of experience in the financial services industry and holds the Series 6, 7, 8, 63 and 65 licenses. Lynn Petkus specializes in working with high-net-worth individuals, corporations, pension and profit-sharing plans, and state or municipal government entities.

Firm Information

Lynn Petkus 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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Lynn Petkus’s Registration & Firm History

FL

01/13/2025 - Present

Empower Advisory Group, LLC (FORT MYERS FL)

NE

08/23/1995 - 03/21/2001

TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)

NJ

04/17/1995 - 08/08/1995

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

NY

09/09/1993 - 01/16/1995

SMITH BARNEY INC. (NEW YORK NY)

NA

03/27/1987 - 05/20/1987

FIRST INVESTORS CORPORATION

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Licenses & Designations

IA

Issued 03/28/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/13/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/12/1996

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 09/08/1993

Series 7 - General Securities Representative Examination

BC

Issued 03/26/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lynn Richard Petkus.
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