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Jeremy Munson

Advisor at Empower Advisory Group — Princeton, IL

Updated today

Credentials

Series 63, Series 65

Experience

4 years

Location

Princeton, IL

Empower Advisory Group logo

Empower Advisory Group

Enterprise

Total advisors

1,962

Across 1,066 offices

Clients per advisor

150 Very High

Avg AUM per client

$565,063 High

HNW client ratio

7% Low

About

Jeremy Munson is a financial advisor with Empower Advisory Group in Princeton, IL, holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked at Thrivent Financial and its affiliated entities and has experience with Impact Networking LLC and Wintrust companies. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model tied to Empower’s recordkeeping and administrative platforms. Their services focus on long-term portfolio returns and savings rates through point-in-time financial plans and optional managed account solutions.

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

Princeton, IL

Princeton IL

Advisors at this office

1

Most active in

Illinois

Work history

4 years of industry experience

Empower Advisory Group

2025 - Present • 1 year

Greenwood Village, CO

Empower Financial Services, inc

2025 - Present • 1 year

Greenwood Village, CO

Unemployed

2024 - 2025 • 1 year

Princeton, IL

Impact Networking LLC

2023 - 2024 • 1 year

Peru, IL

Thrivent Financial

2020 - 2023 • 3 years

Appleton, WI

Thrivent Financial

2020 - 2020 • 1 year

Appleton, WI

Thrivent Investment Management Inc

2020 - 2023 • 3 years

Princeton, IL

Wintrust Technology

2016 - 2020 • 4 years

Rosemont, IL

Wintrust Mortgage

2013 - 2016 • 3 years

Rosemont, IL

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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Ian N

Series 65

Hennepin, IL

Cyr Financial Inc.

Ian Nichols is a Series 65-licensed financial advisor with Cyr Financial Inc. in Princeton, IL, bringing seven years of industry experience. His background includes roles at Nordstrom Farms and Thacker Farms, as well as a position at Illinois Valley Community College. Nichols serves as a board member trustee for the Starved Rock Flying Club. Cyr Financial serves individuals, high net worth clients, trusts, estates, and retirement plans, offering discretionary investment management along with financial and estate planning services. The firm uses proprietary investment models and a variety of securities to build customized portfolios, providing continuous account monitoring and both project-based and ongoing planning engagements.

Active portfolio management Private / alternative investments Annuities General retirement planning
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Andrea B

Series 65

Hennepin, IL

Cyr Financial Inc.

Andrea Brannon is a financial advisor at Cyr Financial Inc. with four years of industry experience. She holds the Series 65 designation and has been with Cyr Financial since 2012. Cyr Financial serves individuals, high net worth clients, trusts, estates, and retirement plans by offering discretionary investment management alongside financial and estate-planning services. The firm uses proprietary investment models across various asset classes and provides ongoing planning, tax and accounting services, and estate document preparation.

Active portfolio management Private / alternative investments Annuities General retirement planning
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Caleb B

CFP®, ChFC®, Series 63

Hennepin, IL

Cyr Financial Inc.

Caleb Bjerk is a CFP® and ChFC® with seven years of experience in financial advising. He is currently with Cyr Financial Inc., where he has worked since 2026. His prior experience includes roles at Modern Wealth Management, Wade Financial Advisory, Northwestern Mutual Investment Services, and Adam Goetzka. Cyr Financial serves individuals, high net worth clients, trusts, estates, and retirement plans by providing discretionary investment management alongside financial planning and estate-planning services. The firm uses proprietary investment models and a variety of asset classes, offering continuous account monitoring and both project-based and ongoing planning engagements.

Active portfolio management Private / alternative investments Annuities General retirement planning
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Emma B

CFA®

Hennepin, IL

Cyr Financial Inc.

Emma Bean is a CFA® charterholder with two years at Cyr Financial Inc. and three years of prior experience at American Equity. She has a total of six years in the financial industry. Cyr Financial serves individuals, high net worth clients, trusts, estates, and retirement plans by providing discretionary investment management along with financial and estate-planning services. The firm uses proprietary investment models and a variety of securities to build customized portfolios, offering continuous account monitoring and written financial plans.

Active portfolio management Private / alternative investments Annuities General retirement planning
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Christian C

CFP®, Series 63, Series 66

Hennepin, IL

Cyr Financial Inc.

Christian Cyr is a CFP® with 13 years of industry experience, currently serving at Cyr Financial Inc. since 2015. He previously worked at Purshe Kaplan Sterling Investments from 2015 to 2020. Outside of advisory services, he owns a CPA and bookkeeping firm and offers various insurance products. Cyr Financial Inc. serves individuals, high net worth clients, trusts, estates, and retirement plans, providing discretionary investment management alongside financial and estate planning services. The firm employs customized portfolios using proprietary investment models and offers additional services including tax, accounting, and insurance recommendations.

Active portfolio management Private / alternative investments Annuities General retirement planning
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Stephen B

Series 63, Series 65

Princeton, IL

Kestra Advisory

Stephen Bouslog is a financial advisor at Kestra Advisory with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Kestra Advisory and Kestra Investment Services, LLC since 2017. Bouslog serves on the board of the Bureau County Historical Society and is president of CAMS Real Estate, Inc., in addition to his advisory role. He is also the president of the Princeton Rotary Club. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional investors and plan sponsors. The firm offers fiduciary consulting, plan design, employee education, and utilizes multiple management platforms and third-party solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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