Lynn Richard Petkus
Investment adviser representative at Empower Advisory Group, LLC
11 yearsExperience
1 stateRegistered in
$195.4BFirm assets
25 yearsFirm in business
Are you Lynn Richard Petkus? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Empower Advisory Group, LLCDec 2024 to now
- Empower Financial Services, IncNov 2024 to now
- Financial Engines Advisors, L.L.C.Jan 2024 to Aug 2024
- Regions BankAug 2022 to Jan 2024
- Fischer Investment Strategies LLCAug 2021 to Aug 2022
- Symmetry Financial GroupDec 2020 to Jul 2021
- UnemployedJan 2020 to Nov 2020
- Aviance Capital Partners LLCMar 2013 to Dec 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
Empower Advisory Group, LLC
$195.4BAssets managed
297,074Clients
1,979Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1649018
- Firm CRD
- 112058