Cedar Rapids, IA Office
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Empower Advisory Group
Enterprise
Firm-wide stats for Empower Advisory Group
About
Empower Advisory Group (EAG) 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’s services are delivered through an integrated model tied to Empower’s recordkeeping and administrative platforms and include both point‑in‑time financial plans and optional managed account solutions.
EAG’s financial planning Service produces a single “point‑in‑time” plan using proprietary and third‑party methodologies that emphasize long‑term portfolio returns, annual rebalancing, and clients’ savings rates rather than short‑term return forecasts. The standalone planning Service does not implement or monitor recommendations automatically and will not update plans unless a client re‑engages, although participants may separately enroll in managed accounts that give EAG discretionary authority.
Distinctive features include the firm’s scale and tight integration with affiliated Empower entities for recordkeeping, brokerage execution and investment products, which means recommendations are generally made within plan lineups chosen by plan sponsors and can result in affiliate compensation when proprietary funds or insurance products are used. EAG also serves a very large participant base relative to its adviser headcount—yielding a higher client‑to‑advisor workload than many peers—and disclosed a material SEC settlement in August 2025 concerning disclosure and conflicts of interest (censure, cease‑and‑desist order, $750,000 civil penalty and $4,063,569.80 disgorgement).
Based on Empower Advisory Group
Expertise
Based on Empower Advisory Group
Location
Cedar Rapids IA
Advisors at this office
4
Advisors at this office
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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