Kelly L. Willson
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Kelly Larae Willson, who also goes by Kelli Larae Bensink, Kelly Larae Bensink, Kelli Larae Willson, Kelly L Willson, was a registered financial professional .
Kelly is a previously registered financial professional and started their career in finance in 2005. Kelly had worked at 11 firms and has passed the Series 66, SIE, Series 7, Series 51 and Series 24 exams.
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 17, 2026 - July 27, 2026
EMPOWER ADVISORY GROUP, LLC
June 17, 2026 - July 27, 2026
EMPOWER FINANCIAL SERVICES, INC.
November 3, 2023 - January 9, 2025
OSAIC WEALTH, INC.
November 3, 2023 - January 9, 2025
OSAIC WEALTH, INC.
July 17, 2018 - November 3, 2023
FSC SECURITIES CORPORATION
July 17, 2018 - November 3, 2023
FSC SECURITIES CORPORATION
February 12, 2018 - July 10, 2018
AMERICAN PORTFOLIOS ADVISORS, INC
February 7, 2018 - May 8, 2018
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.
May 22, 2012 - August 2, 2017
MORGAN STANLEY
May 22, 2012 - August 2, 2017
MORGAN STANLEY
July 29, 2008 - May 4, 2012
LEGEND ADVISORY, LLC
July 29, 2008 - May 4, 2012
LEGEND EQUITIES CORPORATION
May 16, 2007 - February 7, 2008
NEW ENGLAND SECURITIES
January 20, 2006 - April 18, 2007
WELLS FARGO CLEARING SERVICES, LLC
November 11, 2005 - April 18, 2007
WELLS FARGO CLEARING SERVICES, LLC
Primary Firm SEC Registration
EMPOWER ADVISORY GROUP, LLC
CRD#: 112058 / SEC#: 801-58105
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
EMPOWER ADVISORY GROUP, LLC
CRD#: 112058 / SEC#: 801-58105
Contact information
SEC notice filing (53 States and Territories)
Documents
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 | ||
| 03/28/2025 | ||
| 11/21/2023 |
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.
