Kevin
Kuptz
Empower Advisory Group, LLC
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About this Advisor
Kevin Kuptz is a financial advisor operating out of Englewood, Colorado. Kuptz works at Empower Advisory Group, LLC. Their career trajectory has included roles at Atherton Lacrosse, Vitality Lacrosse, Bay Area Catering Company, University Market & Deli, Waffle Brothers, The Fat Shack, Boulder Country Club, University Of Colorado Bookstore, Kappa Kappa Gamma, L'Atelier, Boulder Valley Lacrosse, Big Daddy'S Texas Bbq, LLC, Front Range Catering Company, Legendre Enterprises, LLC, Uber, Paid, Personal Capital and Empower Advisory Group, LLC. Kuptz has a Series 65 license, which qualifies them as an investment advisor representative, and is registered to advise clients in Colorado. Empower Advisory Group, LLC is a company headquartered in Englewood, CO. The investment advisory business has offices in five locations and a total of 874 advisors. It handles $116 billion in assets among its 236,022 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 58 charitable organizations. Of its 236,022 customer accounts, just 7% are associated with high-net-worth clients who have more than $1 million in assets. Empower Advisory Group, LLC has a few services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees charged by financial advisors usually vary depending on which service is offered. However, fee types charged by Empower Advisory Group, LLC likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Empower Advisory Group, LLC Brokerage Details
$116,213,253,377
874
236,022
$492,383
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Kevin Kuptz Work History
Kevin has been registered as a financial advisor for 0 years.*
Empower Advisory Group, LLC
Personal Capital
Paid
Personal Capital
Big Daddy'S Texas Bbq, LLC
Uber
Legendre Enterprises, LLC
University Of Colorado Bookstore
Kappa Kappa Gamma
L'Atelier
Boulder Country Club
Vitality Lacrosse
Bay Area Catering Company
University Market & Deli
Waffle Brothers
The Fat Shack
Boulder Valley Lacrosse
Front Range Catering Company
Atherton Lacrosse
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kevin Kuptz 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
Columbia, SC
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
Durham, NC
Englewood, CO
Englewood, CO
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
