William Connelly
Investment adviser representative at Empower Advisory Group, LLC
13 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
13 years in the industry.
- Empower Advisory Group, LLCFeb 2026 to now
- Empower Financial Services, IncJan 2025 to now
- Wells FargoJul 2024 to Dec 2024
- Charles Schwab & Co., Inc.May 2023 to Jul 2024
- TD AmeritradeDec 2019 to May 2023
- Wells FargoAug 2019 to Nov 2019
- Boy Scouts of AmericaJun 2018 to Aug 2019
- Wells FargoAug 2017 to Jun 2018
- FarewayAug 2016 to Dec 2016
- Buena Vista UniversityAug 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2026
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
- 7202725
- Firm CRD
- 112058