Luke Daly
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, LLCNov 2025 to now
- Empower Financial Services, IncNov 2025 to now
- First Interstate BankAug 2023 to Oct 2025
- LPL Financial LLCAug 2023 to Oct 2025
- Wells Fargo Clearing Services, LLCNov 2022 to Aug 2023
- Wells Fargo Bank, NAOct 2019 to Aug 2023
- EnterpriseMay 2018 to Aug 2020
- Underriner MotorsMar 2018 to May 2018
- Hanser'sDec 2017 to Mar 2018
- Montana State UniversityAug 2013 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (MT).
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
- 7662715
- Firm CRD
- 112058