Joseph Heines
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, LLCJun 2026 to now
- Empower Financial Services IncJun 2026 to now
- UberJul 2025 to now
- Morgan StanleySep 2024 to now
- Fidelity InvestmentsJan 2022 to Sep 2024
- AuraSep 2021 to Dec 2021
- Northwestern Mutual InsuranceMay 2021 to Aug 2021
- Brigham Young University-idahoSep 2017 to Dec 2021
- United States Department of AgricultureAug 2017 to May 2021
- Piano TekFeb 2017 to Sep 2019
- The Church of Jesus Christ of Latter-day SaintsDec 2014 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (UT).
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
- 7359130
- Firm CRD
- 112058