David Haertel
Investment adviser representative at Empower Advisory Group, LLC
10 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
10 years in the industry.
- Empower Advisory Group, LLCAug 2026 to now
- Empower Financial Services, IncAug 2026 to now
- Charles Schwab & Co., Inc.Mar 2023 to Aug 2026
- Charles Schwab Bank, SsbMar 2023 to Aug 2026
- Fisher InvestmentsApr 2021 to Mar 2023
- Fidelity Personal and Workplace AdvisorsJul 2018 to Mar 2021
- Fidelity InvestmentsMar 2016 to Apr 2021
- Fidelity Brokerage Services LLCMar 2016 to Mar 2021
Exams passed
- Series 66 · Uniform Combined State Law2011
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 5324529
- Firm CRD
- 112058