Willie
Berry

Empower Advisory Group, LLC

CRD#5794449
Investment Advisor
in Royal Oak, MI

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About this Advisor

Willie Berry is a financial advisor working in Royal Oak, Michigan who has 4 years of relevant experience. Berry is an advisor for Empower Advisory Group, LLC. Over the course of their career, they have held roles at Systematized Benefits Administrators, Gwfs Equities, Inc and Sba Inc. Berry holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Illinois, Indiana, Michigan and Ohio. Empower Advisory Group, LLC is an advisory business that has its headquarters in Englewood, CO. The company has offices in five locations and a total of 874 employees. It oversees $116 billion in assets under management between its 236,022 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves 58 charitable organizations. Of its 236,022 client accounts, just 7% belong to high-net-worth investors who have at least $1 million in assets. The company has a few services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Financial management fees typically are based on which services the firm provides the client. However, fees charged by Empower Advisory Group, LLC likely include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

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

Royal Oak, MI

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Empower Advisory Group, LLC Brokerage Details

Total Assets Under Management

$116,213,253,377

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

874

MI Average: 28
Total Number of Accounts

236,022

MI Average: 1,101
Average Account Size

$492,383

MI Average: $2,134,119

Investment Advisory Services

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

Willie Berry Work History

Willie has been registered as a financial advisor for 4 years.*

2014 - Present (10 years)

Gwfs Equities, Inc

2012 - 2014 (2 years)

Systematized Benefits Administrators

2012 - 2014 (2 years)

Sba Inc

*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 Willie Berry 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

Brett Sperin
Englewood, CO
Russell Mccary
Englewood, CO
Michelle Stewart
Englewood, CO
Moises Flores
Englewood, CO
Herbert Landstreet
Englewood, CO
Brian Vance
Englewood, CO
Glenn Aldridge
Englewood, CO
Charles Guy
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.

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