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Jerry Vang

Advisor at Empower Advisory Group

Updated today

Location

Dousman, WI

Credentials

Series 63, Series 66

Industry experience

5 years

About

Jerry Vang is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at Thrivent Financial and R&B Wagner. Outside of advising, he serves as a board member for the Ascension Endowment Fund and owns an IT services business for small companies. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail IRA and brokerage clients. The firm emphasizes integrated planning and investment solutions aligned with 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

Dousman, WI

Most active in

Wisconsin

Work history

Empower Advisory Group

2025 - Present (1 year)

Empower Financial Services, inc

2025 - Present (1 year)

Thrivent Financial

2021 - 2025 (4 years)

Thrivent Financial

2021 - 2021 (1 year)

Thrivent Investment Mangement Inc

2020 - 2025 (5 years)

R&B Wagner

2019 - 2021 (2 years)

ST Camillus

2015 - 2019 (4 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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William W

CFA®

Delafield, WI

Pavlic Investment Advisors, Inc.

William Warnke is a CFA charterholder with 37 years of industry experience. He has been with Warnke/Nichols Ltd. since 1993, where he serves as a principal. The firm provides discretionary portfolio management and investment advice to individuals, families, corporate retirement plans, and nonprofit organizations. Warnke/Nichols Ltd. manages a concentrated client base using a value-oriented investment process focused on fundamental analysis and margin of safety, typically maintaining diversified portfolios of 12–20 stocks with long holding periods and conservative fixed income allocations.

Social Security optimization Charitable giving tax strategies Tax-loss harvesting Cash flow / budgeting General estate planning guidance
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Series 65

Pewaukee, WI

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Lars Larsen is a financial advisor at Magis Private Wealth Management, LLC with 22 years of industry experience. He holds a Series 65 designation and has worked at Magis since 2003. Outside of his advisory role, Larsen is vice president and Chief Technology Officer at Faith Technologies, Inc., where he leads the data science and analytics team in the EnTech Solutions division focused on clean energy. Magis Private Wealth Management provides discretionary private wealth management and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages diversified portfolios using fundamental analysis alongside technical and cyclical factors, serving a client base that includes high-net-worth individuals.

Wealth management
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CFA®, Series 63

Delafield, WI

Pavlic Investment Advisors, Inc.

Richard Schiller is a CFA® charterholder with nine years of experience in the financial industry. He is currently an advisor at Pavlic Investment Advisors, Inc., where he has worked since 2021. His prior roles include positions at VP Distributors LLC, Duff & Phelps Investment Management LLC, and Robert W. Baird. Schiller serves as a board member of the Rogers Behavior Health Foundation. Pavlic Investment Advisors, Inc. provides discretionary investment management and financial planning services to individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a buy-and-hold, diversified strategy, focusing on individual equities, ETFs, and fixed-income securities, and manages accounts according to client-specific investment policy guidelines.

Social Security optimization Charitable giving tax strategies Tax-loss harvesting Cash flow / budgeting General estate planning guidance
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Series 65

Waukesha, WI

Domo Capital Management, LLC

Justin Dopierala is a financial advisor at Domo Capital Management, LLC with 18 years of industry experience. He holds a Series 65 designation and has worked at Domo Capital Management since 2007. His prior work experience includes FedEx Services and operating Dopierala Holdings, LLC. Domo Capital Management is a small, discretionary investment adviser managing approximately $18.1 million primarily for individual and high-net-worth clients. The firm employs a value-oriented, concentrated all-cap strategy focused on long-term investments in a limited number of positions, supported by a disciplined research process and strategic use of cash and hedging.

Concentrated stock management
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Jennifer H

CFP®, Series 63, Series 65

Pewaukee, WI

FiduciaOne

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General retirement planning Annuities General tax planning Cash flow / budgeting
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Series 65

Hartland, WI

Elevated Private Wealth

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Annuities
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