Charles Paul Walsh
Investment adviser representative at Empower Advisory Group, LLC
22 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$195.4BFirm assets
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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
22 years in the industry.
- Empower Advisory Group, LLCApr 2026 to now
- Empower Financial Services, Inc.Apr 2026 to now
- Adams Wealth AdvisorsSep 2025 to Apr 2026
- Thrivent FinancialAug 2025 to Sep 2025
- Thrivent Investment Management Inc.Aug 2025 to Sep 2025
- Gwfs EquitiesDec 2018 to Jul 2025
- Target CorporationNov 2017 to Nov 2018
- TIAAMay 2004 to Oct 2017
- TIAA-CREF Individual & Institutional Services, LLCMay 2004 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 2832716
- Firm CRD
- 112058