Cody Templin
Professional summary
Cody Templin, who also goes by Cody L. Templin Mr., Cody L. Templin, Cody Lynn Templin Mr., Cody Templin, is a registered financial advisor currently at EMPOWER ADVISORY GROUP, LLC located in Parker, Colorado and EMPOWER FINANCIAL SERVICES, INC. located in Greenwood Village, Colorado.
Cody is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Cody has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Cody Templin's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 13, 2020 - Present
EMPOWER ADVISORY GROUP, LLC
February 13, 2020 - Present
EMPOWER FINANCIAL SERVICES, INC.
Office #1: 8515 E Orchard Road, Greenwood Village, CO 80111April 23, 2018 - February 11, 2020
TRANSAMERICA RETIREMENT ADVISORS, LLC
March 20, 2018 - February 11, 2020
TRANSAMERICA INVESTORS SECURITIES, LLC
March 21, 2016 - May 2, 2016
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
February 27, 2006 - July 27, 2011
JACKSON NATIONAL LIFE DISTRIBUTORS LLC
Primary Firm SEC Registration
EMPOWER ADVISORY GROUP, LLC
CRD#: 112058 / SEC#: 801-58105
State Registrations and Notice Filings
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Exams
FINRA
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 |
|---|---|---|
| 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.
