Dubuque, IA Office

Team
Updated today

Client AUM

$165,759,591,916

Clients

293,347

Advisors

7

Of 1,962 advisors across 1,066 offices

Location

Dubuque IA

Advisors at this office

7

Advisors at this office

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Colin A

Series 63, Series 65

Dubuque, IA

Empower Advisory Group

Colin Allison is a financial advisor with Empower Advisory Group in Dubuque, IA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at GWFS Equities, Prudential Customer Solutions, Global Portfolio Strategies, and The Prudential Insurance Company of America. Outside of advisory work, he is the owner of a small business unrelated to financial services. 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’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, delivered within Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Eric A

Series 66

Dubuque, IA

Empower Advisory Group

Eric Amberg is a financial advisor at Empower Advisory Group with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Prudential Investment Management Services LLC and Global Portfolio Strategies, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Jennifer W

Series 66

Dubuque, IA

Empower Advisory Group

Jennifer Wardle is a financial advisor at Empower Advisory Group with 19 years of industry experience. She holds a Series 66 designation and has worked at GWFS Equities, Inc., Prudential Customer Solutions LLC, Prudential Investment Management Services LLC, and The Prudential Insurance Company of America. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage account holders. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Spencer S

Series 66

Dubuque, IA

Empower Advisory Group

Spencer Sell is a financial advisor with Empower Advisory Group in Dubuque, IA, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Gwfs Equities, Inc. since 2022 and multiple roles within Prudential entities from 2012 to 2022. 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 clients. The firm’s services focus on integrated financial plans and managed accounts within Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Daniel B

Series 63, Series 65

Dubuque, IA

Empower Advisory Group

Daniel Buchenau is a financial advisor with Empower Advisory Group in Dubuque, IA, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Prudential Investment Management Services LLC, and Global Portfolio Strategies Inc. since 2004. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing, delivering both one-time financial plans and optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Heather H

Series 66

Dubuque, IA

Empower Advisory Group

Heather Heim is a financial advisor at Empower Advisory Group in Dubuque, IA, holding a Series 66 designation. She has one year of industry experience and has held previous roles at Empower Financial Services, Emmaus University, and Change Healthcare. Outside of her financial career, she has been involved with Crossroads Church Peosta since 2022. 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 clients. The firm’s integrated service model combines proprietary and third-party planning methodologies with recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Naomi F

CFP®, Series 63, Series 66

Dubuque, IA

Empower Advisory Group

Naomi Feldott is a CFP®-certified financial advisor with 11 years of industry experience. She is currently with Empower Advisory Group and has previously worked at Personal Capital Advisors Corporation and Prudential-affiliated firms. Outside of her advisory role, Feldott serves as Treasurer for the Dubuque Senior High School Educational Foundation. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail clients. The firm’s services emphasize long-term portfolio returns and are closely integrated with Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
View complete list of advisors at this office
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