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Marcus Coleman

Empower Advisory Group, LLC

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About Marcus Coleman

Marcus Coleman is a financial advisor with Empower Advisory Group, LLC. Marcus has been in the financial services industry since 2011 and has a wide range of experience in providing financial advice. Marcus is registered with the state of Illinois and is also registered with the Securities and Exchange Commission (SEC) as a broker-dealer and investment advisor.

Firm Information

Marcus Coleman 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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Marcus Coleman’s Registration & Firm History

CO

06/14/2024 - Present

Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)

KY

07/12/2021 - 06/05/2024

FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)

KS

10/19/2020 - 05/07/2021

GWFS EQUITIES, INC. (OVERLAND PARK KS)

KS

05/28/2015 - 10/05/2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LAWRENCE KS)

KS

09/02/2014 - 05/27/2015

GWFS EQUITIES, INC. (OVERLAND PARK KS)

KS

05/18/2011 - 09/02/2014

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

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Licenses & Designations

BOTH

Issued 07/25/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/20/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/16/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Marcus Coleman.
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