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Charles Whitney Wamsley II

Advisor at Empower Advisory Group — Maysville, KY

Updated today

Credentials

Series 63, Series 66

Experience

28 years

Location

Maysville, KY

Empower Advisory Group logo

Empower Advisory Group

Enterprise

Total advisors

1,962

Across 1,063 offices

Clients per advisor

150 Very High

Avg AUM per client

$565,063 High

HNW client ratio

7% Low

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

See office

Maysville, KY

Maysville KY

Advisors at this office

1

Most active in

Kentucky

Work history

28 years of industry experience

Advised Assets Groups, Llc

2021 - Present • 5 years

Greenwood Village, CO

GWFS Equities, INC

2021 - Present • 5 years

Greenwood Village, CO

UNEMPLOYED (on severance)

2021 - 2021 • 1 year

Maysville, KY

Fidelity Personal and Workplace Advisors

2018 - 2021 • 3 years

Boston, MA

Fidelity Brokerage Services, Inc.

1997 - 2021 • 24 years

Cincinnati, OH

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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Christopher R

Series 63, Series 65

West Union, OH

FIFTH THIRD SECURITIES, Inc.

Christopher Reno is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes roles at Fifth Third Bank, Hutamaki Cleaning Solutions, Rent 2 Own, Hillsboro City Schools, and the Eagles. Outside of finance, he has been involved with playing pool over several years. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing access to multiple managed-account programs and distinctive platform features such as direct indexing and tax-overlay services.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
user avatar

John L

Series 63, Series 65

West Union, OH

LPL Financial

John Lawler is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including 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 for Southern Hills Community Bank. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a wide range of financial planning and advisory services, including discretionary and non-discretionary portfolio management supported by LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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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.

Retirement income strategy General retirement planning Retirement withdrawal strategies Wealth management Inheritance planning Retired Founder/Business Owner Executive
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Karen H

Series 63, Series 66

West Union, OH

Edward Jones

Karen Hamlin is a financial advisor with Edward Jones in West Union, OH, holding Series 63 and Series 66 credentials and nine years of industry experience. Her previous roles include positions at JP Morgan Chase Bank, Fidelity Investments, and State Farm among others. Outside of her advisory work, she works as a hostess at an Applebee’s restaurant in Maysville, KY. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its large network of advisors and branches, as well as its affiliated capabilities beyond advisory services.

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

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, 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, offering a wide range of advisory services through a large national network of financial advisors and branch offices.

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