Omaha, NE Office

Team
Updated today
Empower Advisory Group logo

Empower Advisory Group

Enterprise

Firm-wide stats for Empower Advisory Group

Total advisors

2,014

Across 1,087 offices

Clients per advisor

146 Very High

Avg AUM per client

$565,063 Typical

HNW client ratio

7% Low

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

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

Based on Empower Advisory Group

Location

Omaha NE

Advisors at this office

5

Advisors at this office

user avatar

Alexander P

Series 66, Series 63

Omaha, NE

Empower Advisory Group

Alexander Pettis is a financial advisor with Empower Advisory Group in Omaha, NE, holding Series 66 and Series 63 licenses and one year of industry experience. His prior roles include positions at Charles Schwab & Co., Inc. and legal assistance work in western New York. 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 clients. The firm emphasizes long-term portfolio returns and annual rebalancing through integrated services tied to Empower’s recordkeeping and administrative platforms.

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

Katherine R

Series 63, Series 66

Omaha, NE

Empower Advisory Group

Katherine Ramirez is a financial advisor with Empower Advisory Group in Omaha, NE, holding Series 63 and Series 66 licenses and 18 years of industry experience. Her career includes roles at Bank of America, Merrill, BancWest Investment Services, Bank of the West, and Applied Underwriters before joining Empower in 2022. Empower Advisory Group provides financial planning and investment management mainly to employer-sponsored retirement plan sponsors and their participants, offering services integrated with Empower’s recordkeeping and administrative platforms. The firm focuses on long-term portfolio returns and savings rates through 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.)
user avatar

Andrew M

Series 63, Series 66

Omaha, NE

Empower Advisory Group

Andrew Meyers is a financial advisor at Empower Advisory Group with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at GWFS Equities, Inc. since 2018, following a 16-year tenure at TIAA-CREF. Outside of his advisory role, he is a resident agent for a medical equipment marketing and distribution business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates through 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.)
user avatar

Guillermo B

Series 63, Series 65

Omaha, NE

Empower Advisory Group

Guillermo Bailey is a financial advisor with Empower Advisory Group in Omaha, NE, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. His prior roles include positions at GWFS Equities, Inc., Principal Life Insurance Company, and Principal Securities Inc. He serves on the finance committee of 100 Black Men of Omaha, Inc., where he reviews and discusses the organization's financials. 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 clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

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

Ryan M

Series 63, Series 66

Omaha, NE

Empower Advisory Group

Ryan Mc Kain is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at GWFS Equities, Advised Assets Group, Wells Fargo Clearing, Wells Fargo Bank, OneStaff, The Jewell, Jams Legacy, Addy's Sports Bar & Grill, and TD Ameritrade. 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 aligned 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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