Josh Vondran
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, LLCMay 2022 to now
- Advised Assets Group, LLCApr 2022 to now
- Gwfs Equities, IncApr 2022 to now
- American Trust (division of Midwestone)Apr 2019 to Feb 2022
- LPL Financial LLCApr 2019 to Feb 2022
- Cetera Investment Advisors LLCNov 2018 to Apr 2019
- American Trust & Savings BankJan 2016 to Apr 2019
- Cetera Investment Services LLCJan 2016 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (IA).
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
- 6330644
- Firm CRD
- 112058