Lucas K Hefner
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, LLCApr 2026 to now
- Empower Financial Services, IncMar 2026 to now
- Oneamerica SecuritiesJun 2025 to Mar 2026
- American United LifeApr 2025 to Mar 2026
- W&s Brokerage ServicesJul 2021 to Apr 2025
- Western & Southern LifeJul 2021 to Apr 2025
- UnemployedApr 2021 to Jul 2021
- Holston Distributing CoMar 2021 to Apr 2021
- UnemployedJan 2021 to Mar 2021
- UpsNov 2020 to Jan 2021
- UnemployedApr 2020 to Nov 2020
- Princess CruisesJul 2017 to Apr 2020
- Interactive SolutionsMar 2017 to Jul 2017
- Oceania CruisesAug 2016 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (TN).
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
- 7414054
- Firm CRD
- 112058