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Christopher Halpin

24 Years of Experience
Greenwood Village, CO
Broker

Christopher Halpin is a registered investment advisor at Empower Advisory Group, LLC, based in Greenwood Village, CO, with 24 years of industry experience. Christopher 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
August 2024 - Present · 1 yr 9 mos
Empower Financial Services, INC.Broker
October 2023 - Present · 2 yrs 7 mos
Empower Financial Services, INC.
October 2023 - Present · 2 yrs 7 mos
Previous Registrations
Stancorp Investment Advisers, INC.
January 2021 - October 2023 · 2 yrs 9 mos
Stancorp Equities, INC.Broker
January 2021 - October 2023 · 2 yrs 9 mos
Paychex Securities CorporationBroker
August 2019 - September 2020 · 1 yr 1 mo
Stifel, Nicolaus & Company, Incorporated
December 2018 - August 2019 · 8 mos
Stifel, Nicolaus & Company, IncorporatedBroker
August 2018 - August 2019 · 1 yr
Lincoln Financial Distributors, INC.Broker
June 2015 - January 2018 · 2 yrs 7 mos
Ameriprise Financial Services, INC.Broker
February 2015 - May 2015 · 3 mos
Eaton Vance Management
May 2010 - January 2015 · 4 yrs 8 mos
Eaton Vance Distributors, INC.Broker
February 2010 - January 2015 · 4 yrs 11 mos
Edward JonesBroker
December 2006 - January 2010 · 3 yrs 1 mo
Ing Funds Distributor, LLCBroker
December 2005 - August 2006 · 8 mos
Alliancebernstein Investment Research and Management, INC.Broker
March 2001 - December 2005 · 4 yrs 9 mos
Summit Financial Services Group, INC.Broker
June 2000 - January 2001 · 7 mos
Pruco Securities CorporationBroker
March 2000 - June 2000 · 3 mos
State Registrations7 states
IAKSMNMONDNESD
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.
Christopher Halpin - Financial Advisor | TrueAdvisor