Adam Michael Whelan
Investment adviser representative at Empower Advisory Group, LLC
11 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
11 years in the industry.
- Empower Advisory Group, LLCJul 2026 to now
- Empower Financial Services, IncMay 2026 to now
- Knights of ColumbusOct 2024 to May 2026
- Dean Agency (compass Financial LLC)Sep 2024 to Sep 2024
- DoordashAug 2024 to Aug 2024
- Focus CatholicMay 2020 to Jul 2024
- The Scion GroupNov 2018 to Mar 2019
- Prestige Business SolutionsJun 2018 to Aug 2018
- University of Florida RecsportsJan 2018 to May 2018
- University of FloridaAug 2015 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (LA).
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
- 8254821
- Firm CRD
- 112058