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Lynn Petkus

Empower Advisory Group, LLC
26 Years of Experience
Bonita Springs, FL
1 DisclosureBroker
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Lynn Petkus is a registered investment advisor at Empower Advisory Group, LLC, based in Bonita Springs, FL, with 26 years of industry experience. Lynn is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 297,074 clients with $200B in assets under management.

Empower Advisory Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1966 advisors
Number of Clients
297,074 clients
Average Client Portfolio
$658K average
Assets Under Management
$195.4B

Fee Structure

Minimum Investment:$5
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.60%

Fees are negotiable on a plan sponsor-by-sponsor basis and typically decline for account balances greater than $100,000, up to a maximum of 0.60%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Bonita Springs, FL

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History

Regulatory History (1)
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Judgment / Lien
October 2023
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Empower Advisory Group, LLC
January 2025 - Present · 1 yr 9 mos
Empower Financial Services, INC.
December 2024 - Present · 1 yr 10 mos
Empower Financial Services, INC.Broker
December 2024 - Present · 1 yr 10 mos
Previous Registrations
Edelman Financial Engines
January 2024 - September 2024 · 8 mos
Fischer Investment Strategies, LLC
August 2021 - August 2022 · 1 yr
Aviance Capital Partners LLC
April 2013 - November 2019 · 6 yrs 7 mos
Churchill Management Group
January 2002 - January 2011 · 9 yrs
TD Waterhouse Investor Services, INC.Broker
August 1995 - March 2001 · 5 yrs 7 mos
Painewebber IncorporatedBroker
April 1995 - August 1995 · 4 mos
Smith Barney INC.Broker
September 1993 - January 1995 · 1 yr 4 mos
First Investors CorporationBroker
March 1987 - May 1987 · 2 mos
State Registrations46 states
AKALARAZCACTDEFLGAHIIAIDILINKSKYMAMEMIMNMOMSMTNCNDNENHNJNMNVNYOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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