Omaha, NE Office

Team
Updated today

Client AUM

$165,759,591,916

Clients

293,347

Advisors

5

Of 1,962 advisors across 1,066 offices

Location

Omaha NE

Advisors at this office

5

Advisors at this office

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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. He has one year of industry experience, including prior work at Charles Schwab & Co., Inc., and has held roles outside finance such as executive protection and legal assistance. He also operates a sole proprietorship. 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 utilizes an integrated model connected to Empower’s recordkeeping and administrative platforms, focusing 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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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.)
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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.)
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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.)
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