Matthew Berens
Investment adviser representative at Empower Advisory Group, LLC
12 yearsExperience
1 stateRegistered in
$195.4BFirm assets
25 yearsFirm in business
Are you Matthew Berens? Claim your profile
Contact this firm
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
12 years in the industry.
- Empower Advisory Group, LLCJul 2026 to now
- Empower Financial Services, IncJul 2026 to now
- UnemployedMar 2026 to Jul 2026
- TIAASep 2019 to Mar 2026
- TIAA-CREF Individual and Institutional Services, LLCSep 2019 to Mar 2026
- FirstbankJul 2017 to Sep 2019
- UnemployedJun 2017 to Jun 2017
- Pizza HutJan 2017 to May 2017
- Jefferson County Public SchoolsSep 2014 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 7169687
- Firm CRD
- 112058