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Ryan Ocken

9 Years of Experience
Greenwood Village, CO
Broker

Ryan Ocken is a registered investment advisor at Empower Advisory Group, LLC, based in Greenwood Village, CO, with 9 years of industry experience. Ryan 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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Other Business Activities

Ryan works as a food delivery driver for Postmates/UberEats/DoorDash. He is also a board member for Wellington Square Homeowners Association and Vice President of the Foundation Board for MileHi Church, dedicating time to meetings, management, and compliance.

Employment History
Current Registrations
Empower Advisory Group, LLC
April 2021 - Present · 5 yrs 1 mo
Empower Financial Services, INC.
August 2020 - Present · 5 yrs 9 mos
Empower Financial Services, INC.Broker
August 2020 - Present · 5 yrs 9 mos
Previous Registrations
Park Avenue Securities LLC
April 2007 - November 2009 · 2 yrs 7 mos
Park Avenue Securities LLCBroker
November 2006 - November 2009 · 3 yrs
Hornor, Townsend & Kent, INC.
February 2006 - July 2006 · 5 mos
Hornor, Townsend & Kent, INC.Broker
November 2005 - July 2006 · 8 mos
State Registrations46 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.