Daniel Lee Atkin
Investment adviser representative at Empower Advisory Group, LLC
18 yearsExperience
1 stateRegistered in
$195.4BFirm assets
25 yearsFirm in business
Are you Daniel Lee Atkin? Claim your profile
Contact this firm
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
18 years in the industry.
- Gwfs Equities, IncJun 2019 to now
- Empower Advisory Group, LLCFeb 2018 to now
- Advised Assets Group Inc.Nov 2017 to Jun 2019
- Gwfs Equities Inc/great-west Life & Ann Ins CoDec 2008 to Nov 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
- Series 63 · Uniform Securities Agent State Law2019
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
- 5543924
- Firm CRD
- 112058