Joseph Herron
Investment adviser representative at Empower Advisory Group, LLC
19 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
19 years in the industry.
- Empower Advisory Group, LLCApr 2022 to now
- Advised Assets Group, LLCApr 2022 to now
- Gwfs Equities, IncApr 2022 to now
- Annex Wealth ManagementMay 2021 to Mar 2022
- E2 Retirement ConsultingFeb 2021 to Apr 2021
- Harbour Investments, IncFeb 2021 to Apr 2021
- Transamerica Investors Securities CorporationJan 2018 to Feb 2021
- Transamerica Retirement SolutionsDec 2017 to Feb 2021
- Gwfs Equities, Inc/great-west Life & Ann Ins CoOct 2007 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2006
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 4658209
- Firm CRD
- 112058