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Michelle Casulo is a registered Investment Advisor Representative with Empower Advisory Group, LLC, based in Greenwood Village, Colorado. Michelle has been in the financial industry for over 10 years and holds a Series 65 license. Michelle specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Empower Advisory Group, LLC has a strong track record of providing financial advice and investment management services to a variety of clients. Michelle is committed to helping her clients achieve their financial goals.
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.
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CO
11/26/2024 - Present
Empower Advisory Group, LLC (Denver CO)
IA
Issued 05/09/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
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