Unclaimed
Scott Douglas Bilheimer is an investment advisor representative at Empower Advisory Group, LLC, located in Greenwood Village, CO. He is a Series 6, Series 63 and Series 65 licensed professional and has been in the securities industry since 2013. Prior to joining Empower Advisory Group, LLC, he was employed at PFM FUND DISTRIBUTORS, INC., where he focused on financial planning and portfolio management for individuals and corporations. Empower Advisory Group, LLC provides advisory services for individuals, high-net-worth individuals, pension and profit sharing plans, corporations and other businesses, charitable organizations, and state and municipal government entities.
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.
1
2
CO
02/04/2022 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
PA
08/16/2013 - 12/02/2021
PFM FUND DISTRIBUTORS, INC. (HARRISBURG PA)
IA
Issued 01/26/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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