Emerson P. Desjardins
Professional summary
Emerson Paul Desjardins is a registered financial advisor currently at EMPOWER ADVISORY GROUP, LLC located in Menomonee Falls, Wisconsin.
Emerson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Emerson has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Emerson Paul Desjardins's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 17, 2024 - Present
EMPOWER ADVISORY GROUP, LLC
November 19, 2019 - June 25, 2024
FISHER INVESTMENTS
January 8, 2018 - November 19, 2019
USAA INVESTMENT SERVICES COMPANY
May 21, 2015 - January 8, 2018
USAA FINANCIAL PLANNING SERVICES
November 1, 2014 - November 20, 2019
USAA FINANCIAL ADVISORS, INC.
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
(1/17/2025)
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
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