Bryan J. Knoebel
Professional summary
Bryan Joseph Knoebel, CFP®, CLU®, who also goes by Bryan Knoebel, is a registered financial advisor currently at EMPOWER ADVISORY GROUP, LLC located in Greenwood Village, Colorado.
Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Bryan has worked at 4 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Bryan Joseph Knoebel's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2010
Experience
April 3, 2023 - Present
EMPOWER ADVISORY GROUP, LLC
Office #1: 8515 East Orchard Rd 4t2, Greenwood Village, CO 80111April 18, 2017 - April 3, 2023
PERSONAL CAPITAL ADVISORS CORPORATION
October 24, 2011 - December 5, 2013
M HOLDINGS SECURITIES, INC.
January 23, 2008 - October 20, 2011
EQUITABLE ADVISORS, LLC
November 21, 2007 - October 20, 2011
EQUITABLE ADVISORS, 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.
Highlighted states indicate IAR registrations
(4/3/2023)
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 |
|---|---|---|
| 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.
