Kara Noel Shaffer
Investment adviser representative at Empower Advisory Group, LLC
17 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
17 years in the industry.
- Empower Financial Services, IncJul 2023 to now
- Empower Advisory Group, LLCApr 2023 to now
- Personal Capital Advisors CorporationOct 2021 to Apr 2023
- Lincoln Financial AdvisorsJan 2012 to Sep 2021
- Heritage Financial Consultants, LLCSep 2009 to Sep 2021
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 5720603
- Firm CRD
- 112058