Kevin Catineau
Kevin Catineau is a registered investment advisor at Empower Advisory Group, LLC, based in Greenwood Village, CO, with 26 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 250,707 clients with $160B 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 $100K | 0.50% |
| $100K - $250K | 0.40% |
| $250K - $400K | 0.30% |
| $400K+ | 0.20% |
EAG reserves the right to offer discounted fees or waive periodic fees.
Fee Estimator
Location
8515 East Orchard Rd 4T2, Greenwood Village, CO, 80111
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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 Activities
Kevin works on the greens crew at Woodland Golf Club, cutting greens on weekend mornings. This takes a few hours per week and is not investment-related.
Employment History
Current Registrations
Empower Advisory Group, LLC
Empower Financial Services, INC.
Empower Financial Services, INC.Broker
Previous Registrations
MML Distributors, LLCBroker
Citizens Securities, INC.
Citizens Securities, INC.Broker
MML Distributors, LLCBroker
Hartford Securities Distribution Company, INC.Broker
Columbia Management Distributors, INC.Broker
Ing Financial Partners, INC.Broker
Fsc Securities CorporationBroker
Hartford Equity Sales Company INC.Broker
John Hancock Funds, INC.Broker
Scudder Investor Services, INC.Broker
Putnam Mutual Funds CORP.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.