Howard I Mortenson
Investment adviser representative at Empower Advisory Group, LLC
13 yearsExperience
1 stateRegistered in
$195.4BFirm assets
25 yearsFirm in business
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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
13 years in the industry.
- Empower Advisory Group, LLCAug 2026 to now
- Empower Financial Services IncJun 2026 to now
- Sigfig Wealth Management, LLCJun 2021 to now
- Cetera Investment Advisers LLCSep 2020 to Jun 2021
- Cetera Investment Services LLCSep 2020 to Jun 2021
- West Shore BankSep 2020 to Jun 2021
- UnknownJan 2020 to Aug 2020
- Citizens Securities, Inc.Sep 2018 to Dec 2019
- Sigfig Wealth Management LLCMay 2017 to Sep 2018
- Financial Engines Advisors L.L.C.Feb 2013 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 2785940
- Firm CRD
- 112058