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CH

Christopher R. Halpin

EMPOWER ADVISORY GROUP
Wildwood, MO
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CRD#: 4138962
CH

Professional summary


Christopher Richard Halpin, AIF®, who also goes by Chris Halpin, Christopher Halpin, is a registered financial advisor currently at EMPOWER ADVISORY GROUP, LLC located in Wildwood, Missouri and EMPOWER FINANCIAL SERVICES, INC. located in Greenwood Village, Colorado.

Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Christopher has worked at 15 firms and has passed the Series 65, Series 66, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Chris Halpin | Christopher Halpin

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 Christopher Richard Halpin'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®
AIF®

Experience


Current

August 16, 2024 - Present

EMPOWER ADVISORY GROUP, LLC

RIA
CRD#: 112058
Wildwood, MO
Current

October 16, 2023 - Present

EMPOWER FINANCIAL SERVICES, INC.

Office #1: 8515 E Orchard Road, Greenwood Village, CO 80111
BD
CRD#: 13109
Greenwood Village, CO
Past

January 12, 2021 - October 10, 2023

STANCORP INVESTMENT ADVISERS, INC.

RIA
CRD#: 110228
Ellisville, MO
Past

January 12, 2021 - October 10, 2023

STANCORP EQUITIES, INC.

BD
CRD#: 19517
PORTLAND, OR
Past

August 9, 2019 - September 17, 2020

PAYCHEX SECURITIES CORPORATION

BD
CRD#: 39733
ROCHESTER, NY
Past

December 4, 2018 - August 15, 2019

STIFEL, NICOLAUS & COMPANY, INCORPORATED

RIA
CRD#: 793
ST LOUIS, MO
Past

August 3, 2018 - August 15, 2019

STIFEL, NICOLAUS & COMPANY, INCORPORATED

BD
CRD#: 793
ST. LOUIS, MO
Past

June 17, 2015 - January 23, 2018

LINCOLN FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 145
RADNOR, PA
Past

February 27, 2015 - May 28, 2015

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
METAIRIE, LA
Past

May 7, 2010 - January 7, 2015

EATON VANCE MANAGEMENT

RIA
CRD#: 104859
BOSTON, MA
Past

February 3, 2010 - January 7, 2015

EATON VANCE DISTRIBUTORS, INC.

BD
CRD#: 37731
BOSTON, MA
Past

December 19, 2006 - January 25, 2010

EDWARD JONES

BD
CRD#: 250
TEMPE, AZ
Past

December 5, 2005 - August 7, 2006

VOYA INVESTMENTS DISTRIBUTOR, LLC

BD
CRD#: 37886
SCOTTSDALE, AZ
Past

March 2, 2001 - December 1, 2005

ALLIANCEBERNSTEIN INVESTMENTS, INC.

BD
CRD#: 14549
NASHVILLE, TN
Past

June 9, 2000 - January 31, 2001

SUMMIT FINANCIAL SERVICES GROUP, INC.

BD
CRD#: 7246
BETHLEHEM, PA
Past

March 13, 2000 - June 5, 2000

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, 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".
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.
RR
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

RR
Iowa
(10/16/2023)
RR
Kansas
(10/16/2023)
RR
Minnesota
(10/16/2023)
RR
Missouri
(10/16/2023)
IAR
Missouri
(8/16/2024)
RR
Nebraska
(10/16/2023)
RR
North Dakota
(10/16/2023)
RR
South Dakota
(10/16/2023)

Exams


State Security Law Exam
IAR
Series 65
Date: 12/3/2018
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 5/4/2010
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

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)
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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)


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)

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
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.

Company Information


EMPOWER ADVISORY GROUP, LLC

CRD#: 112058Wildwood, MO

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