Helena, MT Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$165,759,591,916
ClientsTotal clients
293,347
AdvisorsAdvisors at this office
3
Of 1,962 advisors across 1,066 offices
Location
Helena MT
Advisors at this office
3
Advisors at this office
Christian P
Series 63, Series 66
Helena, MT
Empower Advisory Group
Christian Paulus is a financial advisor at Empower Advisory Group with four years of industry experience. His prior positions include roles at Thrivent Investment Management, Thrivent Financial, and J.P. Morgan Securities. 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’s services are closely integrated with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.
Colin M
Series 66
Helena, MT
Empower Advisory Group
Colin Murphy is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Fidelity Personal and Workplace Advisors and Edward Jones. 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 integrates its services with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and clients’ savings rates in its planning approach.
Jason R
Series 66
Helena, MT
Empower Advisory Group
Jason Rennecker is a financial advisor at Empower Advisory Group with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including U.S. Bancorp Investments, Pruco Securities, and Elevations Credit Union. Prior to his current role, he also worked in the retail sector at Bob Ward's Sports and Outdoors. 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 delivers services through an integrated model aligned with Empower’s recordkeeping and administrative platforms, offering long-term focused financial plans and optional managed account solutions.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")