Jackie Katherine Schoettl
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, LLCJul 2022 to now
- Empower Financial Services, IncJul 2022 to now
- Great Valley Advisor Group, Inc.Aug 2020 to Jul 2022
- Ttrb Wealth Planning LLCFeb 2019 to Dec 2019
- LPL Financial, LLCFeb 2018 to Jul 2022
- Invest Financial CorporationJun 2017 to Feb 2018
- Royal Credit UnionMar 2016 to Feb 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 5988470
- Firm CRD
- 112058