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Michael James Putnam

Empower Advisory Group, LLC

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About Michael James Putnam

Michael Putnam is a financial advisor who has been in the industry since 2020. Michael Putnam has worked at Empower Advisory Group, LLC since 2022, and previously worked at MWA FINANCIAL SERVICES INC. Michael Putnam is registered with FINRA and has a Series 7, Series 66, and Series 63. Michael Putnam specializes in helping individuals, families, and businesses with their financial planning needs. Michael Putnam is also registered as an Investment Advisor Representative in the state of Texas.

Firm Information

Michael Putnam 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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Michael Putnam’s Registration & Firm History

CO

11/03/2022 - Present

Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)

MO

09/17/2020 - 07/11/2022

MWA FINANCIAL SERVICES INC. (Liberty MO)

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Licenses & Designations

BOTH

Issued 10/28/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/05/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/25/2022

Series 7TO - General Securities Representative Examination

BC

Issued 09/17/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 05/11/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael James Putnam.
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