Unclaimed Profile

Katherine Leann Stoner

EMPOWER ADVISORY GROUP, LLC·GREENWOOD VILLAGE, Colorado

SIE, Series 7, Series 26, Series 63Clean recordEMPOWER ADVISORY GROUP, LLC

8515 EAST ORCHARD RD 4T2, GREENWOOD VILLAGE, CO 80111CRD# 1221867Firm CRD# 112058

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Katherine Leann Stoner · GREENWOOD VILLAGE, CO

Registration

CRD #1221867 · EMPOWER ADVISORY GROUP, LLC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 26

Series 63

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EMPOWER ADVISORY GROUP, LLC

CRD 112058 · SEC 801-58105

AUM

$134.3B

Regulatory assets under management

Employees

766

188,739 client accounts

Services offered by EMPOWER ADVISORY GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at EMPOWER ADVISORY GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Katherine Leann Stoner offer?

Katherine Leann Stoner specializes in Financial Planning, Investment Management. Contact their office in GREENWOOD VILLAGE, Colorado for a consultation.

What are Katherine Leann Stoner's credentials?

Katherine Leann Stoner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Katherine Leann Stoner located?

Katherine Leann Stoner is based in GREENWOOD VILLAGE, Colorado, working with EMPOWER ADVISORY GROUP, LLC. Their office serves clients in the GREENWOOD VILLAGE metropolitan area and surrounding communities.

How does Katherine Leann Stoner charge for services?

Katherine Leann Stoner's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EMPOWER ADVISORY GROUP, LLC?

EMPOWER ADVISORY GROUP, LLC has approximately 766 employees and manages $134.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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