Patrick Brent Sundberg
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, LLCJun 2026 to now
- Empower Financial Services, IncMay 2026 to now
- Wells Fargo Bank, NAOct 2022 to Apr 2026
- Wells Fargo Clearing Services, LLCOct 2022 to Apr 2026
- CanteenAug 2021 to Oct 2022
- JP Morgan Chase Bank, N.A.Jun 2019 to Jul 2021
- J.P. Morgan Securities LLCMay 2018 to Jul 2021
- JPMorgan Chase Bank, N.A.Feb 2016 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (SC).
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
- 6959394
- Firm CRD
- 112058