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Patsi Lizbeth Gonzalez ibarra

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.

  1. Empower Advisory Group, LLCJul 2026 to now
  2. Empower Financial Services, IncMay 2026 to now
  3. TIAAFeb 2024 to Mar 2026
  4. TIAA-CREF Individual & Institutional Services, LLCFeb 2024 to Mar 2026
  5. UnemployedDec 2023 to Jan 2024
  6. Fidelity Brokerage Services LLCMar 2023 to Nov 2023
  7. Fidelity InvestmentsMar 2022 to Nov 2023
  8. The Coffee Joint/1130 Yuma LLCOct 2019 to Feb 2022
  9. Denver Open MediaMar 2019 to Oct 2019
  10. Hemp TempsFeb 2019 to Sep 2019
  11. Kona Haven CafeJul 2018 to Sep 2018
  12. Levy RestaurantOct 2017 to May 2018
  13. Johnson & Wales UniversitySep 2016 to Nov 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2023
  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (CO).

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
7708786
Firm CRD
112058
Advisor's SEC record (opens in a new tab)
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