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Charles Wamsley II

Advisor at Empower Advisory Group

Updated today

Location

Maysville, KY

Credentials

Series 63, Series 66

Industry experience

28 years

About

Charles Wamsley II is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has previously worked at Fidelity Brokerage Services, Inc. and Fidelity Personal and Workplace Advisors before joining his current roles at Advised Assets Groups, LLC and GWFS Equities, Inc. His practice is based in Maysville, KY. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s approach emphasizes long-term portfolio returns and annual rebalancing within an integrated service model connected to Empower’s recordkeeping and administrative platforms.

Client services

Based on Empower Advisory Group

Financial planning Portfolio management Educational seminars or workshops

Expertise

Based on Empower Advisory Group

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)

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Fee options

Fixed

One-time fees: $199, $299, $399, or $499 depending on enrollment and plan; Monthly subscription fees: $15 or $29 depending on enrollment

Subscriptions

Monthly subscription fees of $15 or $29 depending on enrollment; One-time fees as noted above

Location

Maysville, KY

Most active in

Kentucky

Work history

Advised Assets Groups, Llc

2021 - Present (5 years)

GWFS Equities, INC

2021 - Present (5 years)

UNEMPLOYED (on severance)

2021 - 2021 (1 year)

Fidelity Personal and Workplace Advisors

2018 - 2021 (3 years)

Fidelity Brokerage Services, Inc.

1997 - 2021 (24 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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John L

Series 63, Series 65

West Union, OH

LPL Financial

John Lawler is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 23 years of industry experience. His prior roles include positions at Avantax Advisory Services and Southern Hills Community Bank. In addition to his advisory work, he is a licensed attorney and serves as a for-profit board member at Southern Hills Community Bank. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, and institutions. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Christopher H

Series 63, Series 66

Maysville, KY

Edward Jones

Christopher Haney is a financial advisor at Edward Jones in Maysville, Kentucky, with 22 years of industry experience. He has been with Edward Jones since 2003 and holds Series 63 and Series 66 licenses. Outside of his advisory role, Haney serves on the board of the Limestone Family YMCA and is involved as a partner in a real estate development business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated investment products. The firm supports over 23,700 financial advisors nationwide and manages approximately $1.01 trillion in assets.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Ronald L

Series 66

Maysville, KY

Edward Jones

Ronald Lynch is a Series 66-licensed financial advisor with Edward Jones, where he has worked since 2007, totaling 18 years of industry experience. He serves as Board President for Hope House Christian Counseling Center in Sinking Spring, OH, and coaches varsity boys golf at Eastern Brown Local Schools in Winchester, OH. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a nationwide network of more than 23,700 financial advisors.

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Karen H

Series 63, Series 66

West Union, OH

Edward Jones

Karen Hamlin is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and eight years of industry experience. She has previously worked at JP Morgan Chase Bank, Paul Hall & Associates, Fidelity Investments, and several other firms. Outside of her advisory role, she works as a hostess at an Applebees restaurant. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households and organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment options, and tax-efficient services through a nationwide network of financial advisors.

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Titus B

Series 66

Maysville, KY

Edward Jones

Titus Burns is a financial advisor at Edward Jones in Maysville, KY, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2024, he operated Beacluer Basketball Training for three years and managed Mikes Lawn Care for eight years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

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John B

CFP®, Series 66

Maysville, KY

Edward Jones

John Buchanan is a CFP® with six years of industry experience, currently serving as a financial advisor at Edward Jones in Maysville, KY since 2019. His background includes time at Edward Jones starting in 2018 and involvement with Centre College during his education years. Edward Jones is a full-service wealth management firm with over 23,700 advisors serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

College savings (529s, UTMA, etc.) Retirement income strategy General estate planning guidance Retired Founder/Business Owner Executive
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