Lori Oblinger
Lori Oblinger is a CFP, ChFC-designated registered investment advisor at Empower Financial Advisory, LLC, based in Glastonbury, CT, with 23 years of industry experience. Lori operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 295 clients with $640M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $400K | 1.25% |
| $400K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees may be negotiable.
Fee Estimator
Location
655 Winding Brook Drive, Glastonbury, CT, 06033
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Lori works as an insurance producer since 2020. This activity requires minimal time and is investment-related.
Employment History
Current Registrations
Empower Financial Advisory, LLC
Previous Registrations
Securities America, INC.Broker
Securities Service Network, LLCBroker
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
American General Equity Services CorporationBroker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Securities America, INC.Broker
Veravest Investments, INC.Broker
Advest, INC.Broker
Allmerica Investments, INC.Broker
State Registrations1 state
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.