Kimberly Dawn Mello
Investment adviser representative at Empower Advisory Group, LLC
14 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
14 years in the industry.
- Empower Advisory Group, LLCNov 2024 to now
- Empower Financial Services, IncNov 2024 to now
- UBS Financial ServicesAug 2021 to Aug 2024
- UsbankMar 2020 to Jul 2021
- Old School CafeApr 2018 to Jul 2018
- Financial Engines Advisors L.L.C.Apr 2012 to Dec 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (ME).
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
- 4101436
- Firm CRD
- 112058