Kaitlin
Schwartz
Empower Advisory Group, LLC
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About this Advisor
Kaitlin Schwartz is a financial advisor based in Aurora, Colorado, working with Empower Advisory Group, LLC. Kaitlin has previously held positions at Thrivent Investment Management Inc, Thrivent Financial For Lutherans, Fidelity Personal And Workplace Advisors, Thrivent Financial, Empower Advisory Group, LLC, Empower Financial Services, Inc, and Fidelity Brokerage Services LLC. Kaitlin has passed the Series 66 regulatory exam and is registered to provide services in Colorado. Currently, Kaitlin is part of Empower Advisory Group, LLC, which operates out of Aurora, 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
Services Offered
Fee Structure
Office Location
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Empower Advisory Group, LLC Brokerage Details
$134,279,160,181
766
188,739
$711,454
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Kaitlin Schwartz Work History
Empower Advisory Group, LLC
Empower Financial Services, Inc
Thrivent Investment Management Inc
Thrivent Financial
Fidelity Personal And Workplace Advisors
Fidelity Brokerage Services LLC
Thrivent Investment Management Inc
Thrivent Financial For Lutherans
Disclosures
Please visit the SEC profile of Kaitlin Schwartz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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