AZ
Andrew Zobel
EMPOWER ADVISORY GROUP
BAILEY, MI
Some features on this profile are disabled
CRD#: 6299802
AZ
Professional summary
Andrew Zobel, who also goes by Andrew Martin Zobel, Andrew Zobel, Drew Zobel, is a registered financial advisor currently at EMPOWER ADVISORY GROUP, LLC located in Bailey, Michigan and EMPOWER FINANCIAL SERVICES, INC. located in Greenwood Village, Colorado.
Andrew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Andrew has worked at 5 firms and has passed the Series 63, Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Andrew Martin Zobel | Andrew Zobel | Drew Zobel
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.
620 CALIFORNIA, LLC POSITION: Landlord NATURE: I am the owner of 620 California LLC which is a Residential Rental Propertybusiness INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2023 ADDRESS: 620 California St NW, Grand Rapids MI 49504, United States DESCRIPTION: I operate the LLC and act as landlord for business property BEIDLER PROPERTIES LLC POSITION: Landlord NATURE: I am the owner of Beidler Properties LLC which is a Residential Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 02/2024 ADDRESS: 1736 Beidler St, Muskegon MI 49441, United States DESCRIPTION: I operate the LLC and act as landlord for property
CRS (Client Relationship Summary) - RIA
Click below to view Andrew Zobel's 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®
NoneExperience
Current
July 25, 2025 - Present
EMPOWER ADVISORY GROUP, LLC
RIA
CRD#: 112058
BAILEY, MI
Current
July 2, 2025 - Present
EMPOWER FINANCIAL SERVICES, INC.
Office #1: 8515 E Orchard Road, Greenwood Village, CO 80111BD
CRD#: 13109
Greenwood Village, CO
Past
July 14, 2020 - May 30, 2023
VALIC FINANCIAL ADVISORS, INC.
RIA
CRD#: 42803
AUBURN HILLS, MI
Past
July 14, 2020 - May 30, 2023
VALIC FINANCIAL ADVISORS, INC.
BD
CRD#: 42803
AUBURN HILLS, MI
Past
May 14, 2016 - July 22, 2020
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
JENISON, MI
Past
May 14, 2016 - July 22, 2020
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
JENISON, MI
Past
June 9, 2014 - November 23, 2015
EDWARD JONES
RIA
CRD#: 250
GRAND RAPIDS, MI
Past
April 16, 2014 - November 23, 2015
EDWARD JONES
BD
CRD#: 250
GRAND RAPIDS, MI
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
Alabama(7/23/2025)
RR
Alaska(7/31/2025)
RR
Arizona(7/31/2025)
RR
Arkansas(7/30/2025)
RR
California(7/24/2025)
RR
Connecticut(7/24/2025)
RR
Delaware(7/24/2025)
RR
Georgia(7/24/2025)
RR
Hawaii(7/24/2025)
RR
Idaho(7/24/2025)
RR
Illinois(7/23/2025)
RR
Indiana(7/25/2025)
RR
Iowa(7/24/2025)
RR
Kansas(7/23/2025)
RR
Kentucky(7/23/2025)
RR
Maine(7/25/2025)
RR
Massachusetts(7/23/2025)
RR
Michigan(7/23/2025)
IAR
Michigan(7/25/2025)
RR
Minnesota(7/23/2025)
RR
Mississippi(7/23/2025)
RR
Missouri(7/23/2025)
RR
Montana(7/23/2025)
RR
Nebraska(7/23/2025)
RR
Nevada(7/24/2025)
RR
New Hampshire(7/29/2025)
RR
New Jersey(7/23/2025)
RR
New Mexico(7/24/2025)
RR
New York(7/25/2025)
RR
North Carolina(7/24/2025)
RR
North Dakota(7/25/2025)
RR
Oklahoma(7/23/2025)
RR
Oregon(7/25/2025)
RR
Pennsylvania(7/24/2025)
RR
Rhode Island(7/24/2025)
RR
South Carolina(7/23/2025)
RR
South Dakota(7/23/2025)
RR
Tennessee(7/24/2025)
RR
Texas(7/23/2025)
RR
Utah(7/28/2025)
RR
Vermont(7/24/2025)
RR
Virginia(7/24/2025)
RR
Washington(7/23/2025)
RR
West Virginia(7/28/2025)
RR
Wisconsin(7/24/2025)
RR
Wyoming(7/24/2025)
Exams
State Security Law Exam
State Security Law 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
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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
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.
