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Jeremy L
Series 65
Milwaukee, WI
Empower Advisory Group
Jeremy Lee is a financial advisor at Empower Advisory Group with six years of industry experience. He holds a Series 65 designation and previously worked at Personal Capital Advisors Corporation, Annex Wealth Management, ASQ, and Hedge Plus. Outside of his advisory work, he is a licensed real estate agent with Premier Point Realty LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants. The firm’s integrated approach is tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.
Paul H
Series 63, Series 65
Milwaukee, WI
Empower Advisory Group
Paul Hofmann is a financial advisor with Empower Advisory Group in Milwaukee, WI. He holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to joining Empower Advisory Group in 2024, he worked at GWFS Equities and Core Staff and has a background at U.S. Cellular Corp. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, delivering services through an integrated model linked to Empower’s administrative and recordkeeping platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and client savings rates in its financial planning approach.
Bradley S
Series 66, Series 63
Milwaukee, WI
Empower Advisory Group
Bradley Schumacher is a financial advisor with Empower Advisory Group in Milwaukee, WI, holding Series 66 and Series 63 licenses and bringing eight years of industry experience. He has worked at GWFS Equities, Inc. since 2013, including his current role starting in 2021, and was briefly employed at Door Dash in 2020. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.
Spencer L
Series 63, Series 66
Milwaukee, WI
Empower Advisory Group
Spencer Lipo Zovic is a financial advisor with Empower Advisory Group in Milwaukee, WI, holding Series 63 and Series 66 designations. He has two years of industry experience, including prior roles at GWFS Equities and Empower Financial Services. 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 clients, utilizing an integrated approach connected to Empower’s recordkeeping and administrative platforms.
Timothy J
Series 63, Series 65
Milwaukee, WI
Empower Advisory Group
Timothy Jones Jr. is a financial advisor with Empower Advisory Group in Milwaukee, WI, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior work includes positions at Empower Financial Services, Elite Human Capital Group, and several short-term roles in other industries. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail account holders, using an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and client savings rates through proprietary and third-party methodologies.
Tykia W
Series 63, Series 66
Milwaukee, WI
Empower Advisory Group
Tykia Williams is a financial advisor at Empower Advisory Group with seven years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Drake & Associates, LLC and Wells Fargo. Outside of her advisory role, she operates an online retail clothing business, Opulent Laze, LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail brokerage clients. The firm utilizes an integrated model linked to Empower’s recordkeeping and administrative systems and emphasizes long-term portfolio returns and annual rebalancing in its planning services.
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