Kristopher
Schwarte

Empower Advisory Group, LLC

CRD#5793668
Investment Advisor
in Cincinnati, OH

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Kristopher Schwarte is a financial advisor operating out of Cincinnati, Ohio who has 2 years of industry experience. Schwarte is currently employed by Empower Advisory Group, LLC. Over the course of their career, they have held roles at Scottrade Inc, Td Ameritrade, Inc, Td Ameritrade Investment Management, LLC, Pfs Investments Inc, Cengage Learning, Gwfs Equities, Inc, Primerica Financial Services, Fidelity Investments, Losch & Associates and Fidelity Brokerage Services LLC. Schwarte holds Series 63 and Series 66 licenses, qualifying them as a securities representative, and can operate in Ohio. Empower Advisory Group, LLC is a company that has its headquarters in Englewood, CO. The firm has offices in five locations and a total of 874 people on staff. It controls $116 billion in assets across its 236,022 customer accounts, making it one of the biggest 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% are held by high-net-worth clients who have more than $1 million in investable assets. Empower Advisory Group, LLC has a set of services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees charged by financial advisors usually are based on which service is offered. Fee types charged by Empower Advisory Group, LLC may include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 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

Cincinnati, OH

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Empower Advisory Group, LLC Brokerage Details

Total Assets Under Management

$116,213,253,377

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

874

OH Average: 28
Total Number of Accounts

236,022

OH Average: 1,101
Average Account Size

$492,383

OH Average: $2,134,119

Investment Advisory Services

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

Kristopher Schwarte Work History

Kristopher has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Gwfs Equities, Inc

2021 - 2021 (< 1 year)

Pfs Investments Inc

2021 - 2021 (< 1 year)

Primerica Financial Services

2020 - 2021 (1 year)

Cengage Learning

2018 - 2020 (2 years)

Td Ameritrade, Inc

2018 - 2020 (2 years)

Td Ameritrade Investment Management, LLC

2017 - 2018 (1 year)

Scottrade Inc

2016 - 2017 (1 year)

Fidelity Brokerage Services LLC

2015 - 2016 (1 year)

Losch & Associates

2008 - 2015 (7 years)

Fidelity Investments

*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 Kristopher Schwarte 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
Brian Vance
Englewood, CO
Katrina Yarbrough
Englewood, CO
Moises Flores
Englewood, CO
Herbert Landstreet
Englewood, CO
Manuel Mares
Englewood, CO
Michael Hefty
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started