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William C
Series 63, Series 66
Cedar Rapids, IA
Empower Advisory Group
William Connelly is a financial advisor at Empower Advisory Group with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Wells Fargo, Charles Schwab, TD Ameritrade, and Empower Financial Services. Empower Advisory Group provides financial planning and investment management 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 delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns, annual rebalancing, and clients’ savings rates.
Matthew D
Series 65, Series 63
Cedar Rapids, IA
Empower Advisory Group
Matthew Didier is a financial advisor with Empower Advisory Group in Cedar Rapids, IA, holding Series 65 and Series 63 licenses and eight years of industry experience. His work history includes roles at Empower Financial Services, Byerly Painting Systems, JC Toland, TransAmerica, First Community Trust, and Scottrade. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm’s services feature a point-in-time financial planning model integrated with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates.
Jeremy A
Series 66, Series 63
Cedar Rapids, IA
Empower Advisory Group
Jeremy Aldrich is a financial advisor with Empower Advisory Group in Cedar Rapids, IA, holding Series 66 and Series 63 licenses and five years of industry experience. His career includes roles at Empower Financial Services, Bank of the West, J.P. Morgan Securities LLC, and Equitable Advisors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, offering integrated services through Empower’s recordkeeping and administrative platforms that emphasize long-term portfolio returns and client savings rates.
Lori B
Series 63, Series 66
Cedar Rapids, IA
Empower Advisory Group
Lori Bouska is a financial advisor with Empower Advisory Group in Cedar Rapids, IA. She holds Series 63 and Series 66 credentials and has five years of industry experience. Her prior experience includes roles at Edward Jones and Auxiant, among others. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and savings rates in its proprietary financial planning service.
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