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Robert Flynn

22 Years of Experience
Greenwood Village, CO
Broker

Robert Flynn is a registered investment advisor at Empower Advisory Group, LLC, based in Greenwood Village, CO, with 22 years of industry experience. Robert 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1613 advisors
Number of Clients
250,707 clients
Average Client Portfolio
$635K average
Assets Under Management
$159.1B

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.50%
$100K - $250K0.40%
$250K - $400K0.30%
$400K+0.20%

EAG reserves the right to offer discounted fees or waive periodic fees.

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

8515 East Orchard Rd 4T2, Greenwood Village, CO, 80111

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Empower Advisory Group, LLC
July 2023 - Present · 2 yrs 10 mos
Empower Financial Services, INC.
February 2023 - Present · 3 yrs 3 mos
Empower Financial Services, INC.Broker
February 2023 - Present · 3 yrs 3 mos
Previous Registrations
Advice and Planning Services
August 2007 - December 2022 · 15 yrs 4 mos
Tiaa-Cref Advice and Planning Services
August 2007 - August 2007 · 0 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
September 2005 - December 2022 · 17 yrs 3 mos
Tiaa-Cref Individual & Institutional Services, INC.Broker
April 1998 - December 1999 · 1 yr 8 mos
The Dreyfus Service CorporationBroker
August 1995 - May 1996 · 9 mos
State Registrations45 states
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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.