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Sharon Lee Zumstein

Empower Advisory Group, LLC

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About Sharon Lee Zumstein

Sharon Zumstein is a financial advisor at Empower Advisory Group, LLC. Sharon has been in the industry since September 2019. Sharon is registered with FINRA and is also a registered investment advisor in Wisconsin. Sharon has a wide range of experience in the financial services industry, including experience at Fidelity Brokerage Services LLC and Merrill Lynch. Sharon offers a variety of financial services, including financial planning, portfolio management, and educational seminars. Sharon is dedicated to helping clients achieve their financial goals.

Firm Information

Sharon Zumstein 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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Sharon Zumstein’s Registration & Firm History

WI

03/27/2024 - Present

Empower Advisory Group, LLC (Manitowoc WI)

UT

12/10/2021 - 01/18/2024

FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)

IL

09/03/2019 - 11/30/2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MOUNT PROSPECT IL)

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Licenses & Designations

BOTH

Issued 11/05/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/01/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 03/01/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 09/03/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/31/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sharon Lee Zumstein.
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