Casey Karcich Patterson
Investment adviser representative at Empower Advisory Group, LLC
12 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
12 years in the industry.
- Empower Advisory Group, LLCNov 2024 to now
- Gwfs Equities, IncSep 2021 to now
- J.P. Morgan Securities LLCJan 2020 to Sep 2021
- JPMorgan Chase Bank, N.A.Aug 2018 to Sep 2021
- Cobiz FinancialDec 2016 to Aug 2018
- LyftJun 2016 to Feb 2017
- Old Chicago Pizza & TaproomNov 2014 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (KS).
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
- 7223931
- Firm CRD
- 112058