Jackie
Schoettl

Empower Advisory Group, LLC

CRD#5988470
Investment Advisor
in Englewood, CO

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About this Advisor

Jackie Schoettl is a financial advisor based in Englewood, Colorado, working with Empower Advisory Group, LLC. Jackie has previously held positions at Royal Credit Union, Stifel, Chippewa Valley Technical College, Invest Financial Corporation, Lpl Financial, LLC, Ttrb Wealth Planning LLC, Great Valley Advisor Group, Inc, Empower Financial Services, Inc, and Empower Advisory Group, LLC. Jackie has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Wisconsin. Currently, Jackie is part of Empower Advisory Group, LLC, which operates out of Englewood, Colorado. The firm has 4 offices and 766 employees. The firm manages assets totaling $134.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Empower Advisory Group, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

8515 East Orchard Rd 4T2
Englewood, CO 80111

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Empower Advisory Group, LLC Brokerage Details

Total Assets Under Management

$134,279,160,181

CO Average: $2,349,664,866
Total Number of Employees

766

CO Average: 28
Total Number of Accounts

188,739

CO Average: 1,101
Average Account Size

$711,454

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Jackie Schoettl Work History

2022 - Present (2 years)

Empower Financial Services, Inc

2022 - Present (2 years)

Empower Advisory Group, LLC

2020 - 2022 (2 years)

Great Valley Advisor Group, Inc

2019 - 2019 (< 1 year)

Ttrb Wealth Planning LLC

2018 - 2022 (4 years)

Lpl Financial, LLC

2017 - 2018 (1 year)

Invest Financial Corporation

2016 - 2019 (3 years)

Royal Credit Union

2015 - 2016 (1 year)

Stifel

2014 - 2015 (1 year)

Chippewa Valley Technical College

2011 - 2014 (3 years)

Royal Credit Union

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Jackie Schoettl to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Empower Advisory Group, LLC

Jon Travis
Kansas City, MO
Herbert Landstreet
Englewood, CO
Andrew Stahl
Englewood, CO
Kristopher Yates
Englewood, CO
Janine Sam
Myersville, MD
Daniel Fuqua
Abingdon, MD
Tara Voorhies
Englewood, CO
Francisco Hernandez
Englewood, CO

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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