Sherri Thomas
Investment adviser representative at Empower Advisory Group, LLC
11 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
11 years in the industry.
- Empower Advisory Group, LLCApr 2023 to now
- Empower Financial Services, IncApr 2023 to now
- AgiaDec 2022 to Apr 2023
- Valic Financial Advisors, Inc.Aug 2022 to Apr 2023
- Allstate Insurance CompanyDec 2018 to Aug 2022
- Cuna BrokerageApr 2015 to Dec 2018
- Cuna Mutual GroupApr 2015 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (TN).
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
- 4172811
- Firm CRD
- 112058