Shannon M Sassman
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, LLCJul 2023 to now
- Advised Assets Group, LLCFeb 2022 to now
- Gwfs Equities, IncFeb 2022 to now
- UnemployedNov 2021 to Jan 2022
- Prudential Investment Management Services, LLCMay 2021 to Oct 2021
- Prudential Insurance Company of AmericaNov 2020 to Oct 2021
- UnemployedAug 2020 to Oct 2020
- Advisornet Wealth ManagementMay 2020 to Jul 2020
- Great Waters FinancialMay 2020 to Jul 2020
- Diversified Investors Securities Corp.Feb 2013 to Apr 2020
- Transamerica Retirement SolutionsFeb 2013 to Apr 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2015
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
- 4897497
- Firm CRD
- 112058