Lee's Summit, MO Office

Team
Updated today

Client AUM

$165,759,591,916

Clients

293,347

Advisors

3

Of 1,962 advisors across 1,066 offices

Location

Lee's Summit MO

Advisors at this office

3

Advisors at this office

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Brian J

Series 66, Series 63, Series 65

Lee's Summit, MO

Empower Advisory Group

Brian Johnson is a financial advisor with Empower Advisory Group based in Lee's Summit, MO, holding Series 63, 65, and 66 licenses with 17 years of industry experience. He has worked at GWFS Equities, Inc. since 2014 and has also been with J.P. Morgan Institutional Investments Inc. and J.P. Morgan Retirement Plan Services LLC since 2008. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage account holders. The firm’s integrated model leverages Empower’s recordkeeping and administrative platforms to deliver point-in-time financial plans and managed account solutions focused on long-term portfolio returns and client savings rates.

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

Series 63, Series 66

Lee's Summit, MO

Empower Advisory Group

Scott Wilson is a financial advisor with Empower Advisory Group in Lee's Summit, MO, holding Series 63 and Series 66 designations and 19 years of industry experience. His prior work includes roles at Advised Assets Group, GWFS Equities, Bank of the West, BancWest Investment Services, Cetera Investment Services LLC, First National Bank in Pratt, and CETERA Investment Advisers LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to IRA and retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions within plan sponsor-selected investment lineups.

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

Series 66

Lee's Summit, MO

Empower Advisory Group

Cory Coldwell is a financial advisor at Empower Advisory Group with three years of industry experience. He holds a Series 66 designation and has previously worked at Thrivent Investment Management Inc. and Wells Fargo. 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 certain retail brokerage account holders. The firm’s services are delivered through an integrated model tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

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