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Benjamin Regalado Schottenfels

Investment adviser representative at Empower Advisory Group, LLC
18 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

18 years in the industry.

  1. Empower Advisory Group, LLCAug 2026 to now
  2. Empower Financial Services, IncAug 2026 to now
  3. Ally Invest AdvisorsNov 2021 to Jul 2026
  4. Ally Invest Securities LLCJun 2020 to Jul 2026
  5. UnemployedJul 2019 to Jun 2020
  6. The Vanguard Group, Inc.Jul 2008 to Jul 2019

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2008
  • Series 66 · Uniform Combined State Law2021

State registrations

Registered as an investment adviser representative in 1 state (MI).

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
5564228
Firm CRD
112058
Advisor's SEC record (opens in a new tab)
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