Lorie Reid

EMPOWER ADVISORY GROUP

Highlands Ranch, CO

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CRD#: 2174821

Professional summary

Lorie Reid, who also goes by Lorie Michelle Colson, Lorie M Colson, Lorie M. Reid, Lorie Michelle Reid, Lorie Reid, is a registered financial advisor currently at EMPOWER ADVISORY GROUP, LLC located in Highlands Ranch, Colorado and EMPOWER FINANCIAL SERVICES, INC. located in Greenwood Village, Colorado.

Lorie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Lorie has worked at 13 firms and has passed the Series 66, Series 63, Series 65, Series 7TO, Series 6TO, SIE and Series 6 exams.

Aliases

Lorie Michelle Colson | Lorie M Colson | Lorie M. Reid | Lorie Michelle Reid | Lorie Reid

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lorie Reid's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 20, 2026 - Present

EMPOWER ADVISORY GROUP, LLC

RIA

CRD#: 112058

Highlands Ranch, CO

Current

August 20, 2026 - Present

EMPOWER FINANCIAL SERVICES, INC.

Office #1: 8515 E Orchard Road, Greenwood Village, CO 80111

CRD#: 13109

GREENWOOD VILLAGE, CO

Past

March 31, 2025 - July 6, 2026

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

HIGHLANDS RANCH, CO

Past

October 11, 2022 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

GREENWOOD VILLAGE, CO

Past

July 1, 2022 - July 6, 2026

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

GREENWOOD VILLAGE, CO

Past

June 25, 2019 - January 5, 2021

J.P. MORGAN SECURITIES LLC

CRD#: 79

LITTLETON, CO

Past

July 10, 2006 - May 20, 2009

KEY INVESTMENT SERVICES LLC

RIA

CRD#: 136300

COMMERCE CITY, CO

Past

July 10, 2006 - May 20, 2009

KEY INVESTMENT SERVICES LLC

CRD#: 136300

COMMERCE CITY, CO

Past

April 23, 2004 - October 28, 2004

VALIC FINANCIAL ADVISORS, INC.

RIA

CRD#: 42803

LAKEWOOD, CO

Past

December 5, 2003 - October 28, 2004

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

HOUSTON, TX

Past

April 4, 2002 - August 4, 2003

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

CRD#: 40178

FRANKLIN, TN

Past

December 19, 2000 - February 8, 2001

JANUS HENDERSON DISTRIBUTORS US LLC

CRD#: 28832

DENVER, CO

Past

May 18, 1999 - April 5, 2000

INVESCO DISTRIBUTORS, INC.

CRD#: 289

HOUSTON, TX

Past

March 6, 1996 - October 18, 1996

OPPENHEIMERFUNDS DISTRIBUTOR, INC.

CRD#: 7834

NEW YORK, NY

Past

July 28, 1994 - March 22, 1995

FORESTERS FINANCIAL SERVICES, INC.

CRD#: 305

EDISON, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

EMPOWER ADVISORY GROUP, LLC

ADVISED ASSETS GROUP INC | EMPOWER ADVISORY GROUP, LLC | ADVISED ASSETS GROUP, LLC

CRD#: 112058 / SEC#: 801-58105

RIA

Registered Investment Advisory firm - (11/22/2000 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(8/20/2026)

Alaska
(8/20/2026)

Arizona
(8/20/2026)

Arkansas
(8/20/2026)

California
(8/20/2026)

Colorado
(8/20/2026)

IAR

Colorado
(8/20/2026)

Connecticut
(8/20/2026)

Delaware
(8/20/2026)

Georgia
(8/20/2026)

Hawaii
(8/20/2026)

Idaho
(8/20/2026)

Illinois
(8/20/2026)

Indiana
(8/20/2026)

Iowa
(8/20/2026)

Kansas
(8/20/2026)

Kentucky
(8/20/2026)

Maine
(8/20/2026)

Massachusetts
(8/20/2026)

Michigan
(8/20/2026)

Minnesota
(8/20/2026)

Mississippi
(8/20/2026)

Missouri
(8/20/2026)

Montana
(8/20/2026)

Nebraska
(8/20/2026)

Nevada
(8/20/2026)

New Hampshire
(8/20/2026)

New Jersey
(8/20/2026)

New Mexico
(8/20/2026)

New York
(8/20/2026)

North Carolina
(8/20/2026)

North Dakota
(8/20/2026)

Oklahoma
(8/20/2026)

Oregon
(8/20/2026)

Pennsylvania
(8/20/2026)

Rhode Island
(8/20/2026)

South Carolina
(8/20/2026)

South Dakota
(8/20/2026)

Tennessee
(8/20/2026)

Texas
(8/20/2026)

Utah
(8/20/2026)

Vermont
(8/20/2026)

Virginia
(8/20/2026)

Washington
(8/20/2026)

West Virginia
(8/20/2026)

Wisconsin
(8/20/2026)

Wyoming
(8/20/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/30/2022

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/8/2006

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 4/22/2004

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 7/1/2022

General Securities Representative Examination

General Industry/Product Exam

Series 6TO

Date: 6/25/2019

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 6/7/2019

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 5/17/1999

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

EMPOWER ADVISORY GROUP, LLC

ADVISED ASSETS GROUP INC | EMPOWER ADVISORY GROUP, LLC | ADVISED ASSETS GROUP, LLC

CRD#: 112058 / SEC#: 801-58105

RIA

Registered Investment Advisory firm - (11/22/2000 Approved)

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Contact information

Main Address

8515 East Orchard Rd 4t2, Greenwood Village, CO 80111

Mailing Address

Phone number

(866) 575-4977

Established

Firm type

Fiscal year end

# of Employees

822

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EMPOWER ADVISORY GROUP PERSONAL STRATEGY(R) WRAP FEE PROGRAM (11/25/2025)

EMPOWER ADVISORY GROUP - ONLINE ADVICE & MANAGED ACCOUNT SERVICE FOR EMPOWER PREMIER IRA (9/22/2025)

EMPOWER ADVISORY GROUP FINANCIAL PLANNING SERVICE (9/19/2025)

EMPOWER PREMIER INVESTMENT ACCOUNT (9/19/2025)

EMPOWER ADVISORY GROUP WRAP FEE PROGRAM BROCHURE FOR EMPOWER MANAGED PORTFOLIOS (9/19/2025)

EMPOWER ADVISORY GROUP - ONLINE ADVICE & PROFESSIONAL MANAGEMENT PROGRAM (9/19/2025)

EMPOWER ADVISORY GROUP - ONLINE ADVICE & MANAGED ACCOUNT SERVICE/MY TOTAL RETIREMENT (9/19/2025)

Regulatory assets under management

Total Number of Accounts	250,707
AUM (Assets Under Management)	$ 159,120,330,491

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
02/26/2026	Cover Page	Report
03/28/2025	Cover Page	Report
11/21/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Lorie Reid

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lorie Reid's CRS (Customer Relationship Summary).

Certified licenses

Experience

EMPOWER FINANCIAL SERVICES, INC.

STRATEGIC ADVISERS LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

J.P. MORGAN SECURITIES LLC

KEY INVESTMENT SERVICES LLC

KEY INVESTMENT SERVICES LLC

VALIC FINANCIAL ADVISORS, INC.

VALIC FINANCIAL ADVISORS, INC.

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

JANUS HENDERSON DISTRIBUTORS US LLC

INVESCO DISTRIBUTORS, INC.

OPPENHEIMERFUNDS DISTRIBUTOR, INC.

FORESTERS FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

EMPOWER ADVISORY GROUP, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/30/2022

Series 63

Date: 11/8/2006

Series 65

Date: 4/22/2004

Series 7TO

Date: 7/1/2022

Series 6TO

Date: 6/25/2019

SIE

Date: 6/7/2019

Series 6

Date: 5/17/1999

FINRA

Current Firm

EMPOWER ADVISORY GROUP, LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

EMPOWER ADVISORY GROUP, LLC

TRUST BUT VERIFY

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