David C. Irwin

EMPOWER ADVISORY GROUP

Sullivan, MO

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CRD#: 3207895

Professional summary

David Charles Irwin, who also goes by David Charles Irwin, is a registered financial advisor currently at EMPOWER ADVISORY GROUP, LLC located in Sullivan, Missouri and EMPOWER FINANCIAL SERVICES, INC. located in Greenwood Village, Colorado.

David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. David has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

David Charles Irwin

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.

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 03/2018; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: Receiving trailing commissions only on previously sold business completed on or before 08/10/2025. No solicitation or servicing of any business. 2.NAME OF OTHER BUSINESS: CHERIE IRWIN PHOTOGRAPHY, LLC INVESTMENT RELATED: NO ADDRESS: 409 COVERED BRIDGE LN, O'FALLON, MO 63368 NATURE OF BUSINESS: GRAPHIC AND WEB DESIGN START DATE: 2011 POSITION/TITLE/RELATIONSHIP: CO-OWNER APX NUMBER OF HOURS PER WEEK: MINIMAL APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL BRIEF DESCRIPTION OF DUTIES: GRAPHIC AND WEB DESIGN

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Charles Irwin'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 21, 2025 - Present

EMPOWER ADVISORY GROUP, LLC

RIA

CRD#: 112058

Sullivan, MO

Current

August 21, 2025 - Present

EMPOWER FINANCIAL SERVICES, INC.

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

CRD#: 13109

Greenwood Village, CO

Past

June 29, 2023 - August 20, 2025

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

ST LOUIS, MO

Past

August 15, 2017 - June 29, 2023

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

ST LOUIS, MO

Past

August 1, 2017 - August 1, 2017

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

ST LOUIS, MO

Past

August 1, 2017 - August 20, 2025

CETERA WEALTH SERVICES, LLC

CRD#: 13572

ST LOUIS, MO

Past

February 26, 2016 - August 1, 2017

THE OAK RIDGE FINANCIAL SERVICES GROUP, INC.

RIA

CRD#: 42941

Maryland Heights, MO

Past

February 26, 2016 - August 1, 2017

THE OAK RIDGE FINANCIAL SERVICES GROUP, INC.

CRD#: 42941

Maryland Heights, MO

Past

January 15, 2015 - March 3, 2016

BMO HARRIS FINANCIAL ADVISORS, INC.

RIA

CRD#: 137115

ST LOUIS, MO

Past

January 15, 2015 - March 3, 2016

BMO HARRIS FINANCIAL ADVISORS, INC.

CRD#: 137115

ST LOUIS, MO

Past

October 8, 2010 - January 14, 2015

U.S. BANCORP INVESTMENTS, INC.

RIA

CRD#: 17868

OVERLAND, MO

Past

October 8, 2010 - January 14, 2015

U.S. BANCORP INVESTMENTS, INC.

CRD#: 17868

OVERLAND, MO

Past

May 18, 2010 - October 12, 2010

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

O'FALLON, MO

Past

November 13, 2009 - October 12, 2010

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

O'FALLON, MO

Past

July 28, 2006 - November 13, 2009

NATCITY INVESTMENTS, INC.

CRD#: 17490

WARRENTON, MO

Past

October 3, 2000 - June 28, 2006

MOMENTUM INDEPENDENT NETWORK INC.

CRD#: 17587

BRIDGETON, MO

Past

May 27, 1999 - September 26, 2000

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

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
(8/22/2025)

Alaska
(8/27/2025)

Arizona
(8/25/2025)

Arkansas
(8/28/2025)

California
(8/22/2025)

Connecticut
(8/22/2025)

Delaware
(8/22/2025)

Georgia
(8/22/2025)

Hawaii
(8/22/2025)

Idaho
(8/21/2025)

Illinois
(8/26/2025)

Indiana
(8/25/2025)

Iowa
(8/21/2025)

Kansas
(8/21/2025)

Kentucky
(8/22/2025)

Maine
(8/22/2025)

Massachusetts
(8/22/2025)

Michigan
(8/25/2025)

Minnesota
(8/22/2025)

Mississippi
(8/22/2025)

Missouri
(8/21/2025)

IAR

Missouri
(8/21/2025)

Montana
(8/27/2025)

Nebraska
(8/21/2025)

Nevada
(8/24/2025)

New Hampshire
(8/22/2025)

New Jersey
(8/22/2025)

New Mexico
(8/22/2025)

New York
(8/21/2025)

North Carolina
(8/22/2025)

North Dakota
(8/25/2025)

Oklahoma
(8/25/2025)

Oregon
(8/22/2025)

Pennsylvania
(8/22/2025)

Rhode Island
(8/25/2025)

South Carolina
(8/22/2025)

South Dakota
(8/21/2025)

Tennessee
(8/22/2025)

Texas
(8/22/2025)

Utah
(8/25/2025)

Vermont
(8/25/2025)

Virginia
(8/22/2025)

Washington
(8/21/2025)

West Virginia
(8/25/2025)

Wisconsin
(8/26/2025)

Wyoming
(8/21/2025)

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 65

Date: 5/17/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/19/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/25/1999

General Securities Representative Examination

Principal/Supervisory Exam

Series 26

Date: 3/27/2008

Investment Company Products/Variable Contracts Principal 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
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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Firm Stability Insights

David C. Irwin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Charles Irwin's CRS (Customer Relationship Summary).

Certified licenses

Experience

EMPOWER FINANCIAL SERVICES, INC.

CETERA INVESTMENT ADVISERS LLC

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

THE OAK RIDGE FINANCIAL SERVICES GROUP, INC.

THE OAK RIDGE FINANCIAL SERVICES GROUP, INC.

BMO HARRIS FINANCIAL ADVISORS, INC.

BMO HARRIS FINANCIAL ADVISORS, INC.

U.S. BANCORP INVESTMENTS, INC.

U.S. BANCORP INVESTMENTS, INC.

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

NATCITY INVESTMENTS, INC.

MOMENTUM INDEPENDENT NETWORK INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

EMPOWER ADVISORY GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/17/2010

Series 63

Date: 7/19/1999

SIE

Date: 10/1/2018

Series 7

Date: 5/25/1999

Series 26

Date: 3/27/2008

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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