Aaron Wargo
Investment adviser representative at Empower Advisory Group, LLC
7 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
7 years in the industry.
- Empower Advisory Group, LLCApr 2023 to now
- Empower Financial Services, IncApr 2023 to now
- Morgan StanleyJan 2023 to Apr 2023
- E*trade Capital Management LLCOct 2020 to Apr 2023
- E*trade Securities LLCOct 2020 to Apr 2023
- Robert W BaidAug 2019 to Oct 2020
- Charles Schwab & Co., Inc.Oct 2018 to Aug 2019
- Jimmy John'sMar 2018 to Aug 2018
- Davita Medical GroupDec 2017 to Mar 2018
- Lincoln Financial ServicesMay 2017 to Aug 2017
- University of CincinnatiNov 2016 to Dec 2017
- UnemployedAug 2016 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 6662800
- Firm CRD
- 112058