Advisor at Empower Advisory Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Gatesville, TX
Credentials
Series 66
Industry experience
22 years
Eric Reese is a financial advisor with Empower Advisory Group and holds a Series 66 designation. He has 22 years of industry experience, with prior roles at Advised Assets Groups, LLC, GWFS Equities, Inc., CUNA Brokerage Services, Inc., and SchoolsFirst FCU. Outside the financial industry, he owns and operates Reese Athletic's, a personal training business serving high school, college athletes, and individuals. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and select retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and savings rates rather than short-term forecasts.
Based on Empower Advisory Group
Based on Empower Advisory Group
One-time fees: $199, $299, $399, or $499 depending on enrollment and plan; Monthly subscription fees: $15 or $29 depending on enrollment
Monthly subscription fees of $15 or $29 depending on enrollment; One-time fees as noted above
Gatesville, TX
Texas
Advised Assets Groups, Llc
2021 - Present (5 years)
GWFS Equities, INc
2021 - Present (5 years)
CUNA Brokerage Services, Inc.
2015 - 2021 (6 years)
SchoolsFirst FCU
2015 - 2021 (6 years)
24 HR FITNESS
2015 - 2020 (5 years)
Reese Athletic's
2014 - Present (12 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Gatesville, TX
Independent Financial Group, LLC
Scott Johnson is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 29 years before joining Independent Financial Group in 2019. Johnson serves as an officer and board member of the Boys & Girls Club of Gatesville. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that provides brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm offers advisory programs through its AccessPoint platform and third-party asset managers, serving a diverse client base with a range of investment options and account management styles.
ChFC®, Series 63, Series 65
Gatesville, TX
Edward Jones
Oliver Puhr is a financial advisor at Edward Jones with 20 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at BBVA Compass Insurance Agency Inc, BBVA Wealth Solutions Inc., Compass Bank, BBVA Securities Inc., Old National Bank, LPL Financial, and Anchor Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. 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 large network of financial advisors and branch offices across the United States.
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