Racine, WI Office

Team
Updated today

Client AUM

$165,759,591,916

Clients

293,347

Advisors

2

Of 1,962 advisors across 1,066 offices

Location

Racine WI

Advisors at this office

2

Advisors at this office

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Michael R

Series 66

Racine, WI

Empower Advisory Group

Michael Ramos is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors LLC, Bank of America, Merrill, and Guardian Credit Union. Outside of his advisory role, Ramos works as a DoorDash driver. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and integrates its advisory services 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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Joseph H

CFP®, Series 66, Series 65

Racine, WI

Empower Advisory Group

Joseph Herron is a CFP®-certified financial advisor with 19 years of industry experience, currently with Empower Advisory Group in Racine, WI. His work history includes roles at GWFS Equities, Inc., Transamerica Investors Securities Corporation, and Annex Wealth Management. Outside of his advisory role, he is chairman of the Prince of Peace Lutheran Church council and co-owns WoodShed Wonders, a small woodworking business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to certain retail clients. The firm delivers point-in-time financial plans and managed account solutions integrated with Empower’s administrative platforms.

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