CC
CC

Cory Callahan

24 Years of Experience
Palmyra, NE
1 DisclosureBroker

Cory Callahan is a registered investment advisor at Empower Advisory Group, LLC, based in Palmyra, NE, with 24 years of industry experience. Cory 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
Loading...

Location

Palmyra, NE

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
October 1993
Final Disposition
Other Business Activities

Cory is involved in several volunteer and community outreach activities in Palmyra, Nebraska. He dedicates minimal time to these roles as President of Palmyra Volunteer Rescue and Assistant Chief of Palmyra Volunteer Fire Department.

Employment History
Current Registrations
Empower Advisory Group, LLC
July 2022 - Present · 3 yrs 10 mos
Empower Financial Services, INC.
July 2022 - Present · 3 yrs 10 mos
Empower Financial Services, INC.Broker
July 2022 - Present · 3 yrs 10 mos
Previous Registrations
Securian Financial Services, INC.Broker
February 2021 - July 2022 · 1 yr 5 mos
Securian Financial Services, INC.
February 2021 - July 2022 · 1 yr 5 mos
Allstate Financial Advisors, LLC
June 2008 - January 2021 · 12 yrs 7 mos
Allstate Financial Services, LLCBroker
June 2003 - January 2021 · 17 yrs 7 mos
Nylife Securities INC.Broker
September 2001 - June 2003 · 1 yr 9 mos
State Registrations1 state
NE
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.
Cory Callahan - Financial Advisor | TrueAdvisor