AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
OD

Oksana Doncila

EMPOWER ADVISORY GROUP
Greenwood Village, CO 80111
Some features on this profile are disabled
CRD#: 4084100
OD

Professional summary

Oksana Doncila, CFP®, who also goes by Oxana Doncila, is a registered financial advisor currently at EMPOWER ADVISORY GROUP, LLC located in Greenwood Village, Colorado.

Oksana is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Oksana has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 31, Series 7, Series 10, Series 9 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Oxana Doncila

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.
LENDING CLUB, INV RELATED, SAN FRANCISCO, CA, MEMBER, START 2/8/2016, ZERO HOURS PER MONTH, ZERO DURING TRADING, LOAN. EFFICIENCY^2 LLC; NOT INV RELATED; AURORA, CO; 100% OWNERSHIP; START 6/21/2017; 10-20 HOURS PER MONTH; 0 DURING TRADING.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Oksana Doncila'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®
CFP®

Certified Financial Planner

Experience

Current

April 3, 2023 - Present

EMPOWER ADVISORY GROUP, LLC

Office #1: 8515 East Orchard Rd 4t2, Greenwood Village, CO 80111
RIA
CRD#: 112058
Greenwood Village, CO
Past

September 9, 2020 - April 3, 2023

PERSONAL CAPITAL ADVISORS CORPORATION

RIA
CRD#: 155172
Denver, CO
Past

January 4, 2017 - September 10, 2020

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
ENGLEWOOD, CO
Past

January 4, 2017 - September 10, 2020

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ENGLEWOOD, CO
Past

July 19, 2012 - May 19, 2016

CURIAN CAPITAL, LLC

RIA
CRD#: 120270
DENVER, CO
Past

July 19, 2012 - May 19, 2016

CURIAN CLEARING, LLC

BD
CRD#: 132938
DENVER, CO
Past

December 3, 2009 - July 2, 2012

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
ENGLEWOOD, CO
Past

December 3, 2009 - July 2, 2012

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
ENGLEWOOD, CO
Past

June 1, 2009 - November 6, 2009

MORGAN STANLEY

RIA
CRD#: 149777
CENTENNIAL, CO
Past

June 1, 2009 - November 6, 2009

MORGAN STANLEY

BD
CRD#: 149777
CENTENNIAL, CO
Past

April 24, 2008 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
CENTENNIAL, CO
Past

February 13, 2008 - June 1, 2009

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
CENTENNIAL, CO
Past

March 15, 2000 - November 20, 2003

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
BOSTON, MA

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".
EA
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.

Highlighted states indicate IAR registrations

IAR
Colorado
(4/3/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/17/2008
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 4/17/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 7/19/2008
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 2/11/2008
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 3/28/2011
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 1/24/2011
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 24
Date: 7/16/2001
General Securities Principal Examination

Current Firm

EA
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)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts250,707
AUM (Assets Under Management)$ 159,120,330,491

Accountant surprise examination report

Filing DateForm ADV-E CoverForm 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.

Company Information

EMPOWER ADVISORY GROUP, LLC

CRD#: 112058Greenwood Village, CO 80111

TRUST BUT VERIFY

Monitor Oksana Doncila

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Craig Stuart Johlfs
Craig JohlfsAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
Greenwood Village, CO
Ralph Milburn Jones JR
Ralph JonesAdvisorCheck Check Mark
OPPENHEIMER & CO. INC.
IAR
RR
Denver, CO
Lorie Chantelle Jones
Lorie JonesAdvisorCheck Check Mark
TANDEM FINANCIAL, LLC
IAR
GREENWOOD VILLAGE, CO
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.