Unclaimed
Shawn Michael Linhart is an investment advisor representative associated with Empower Advisory Group, LLC. Shawn Michael has been in the industry for over 9 years and holds multiple licenses including the Series 63, Series 65 and Series 7. Shawn Michael has prior experience working at Fidelity Brokerage Services LLC, Financial Engines Advisors L.L.C., and Personal Capital Advisors Corporation. Shawn Michael's firm primarily focuses on providing financial planning and portfolio management services to individuals, high-net-worth individuals, and charitable organizations. The firm specializes in managing investments across various asset classes and offers educational seminars to clients.
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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2
CO
04/03/2023 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
UT
10/31/2014 - 11/01/2016
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
IA
Issued 02/02/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/2016
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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