Casey Patterson
Casey Patterson is a registered investment advisor at Empower Advisory Group, LLC, based in Wichita, KS, with 6 years of industry experience. Casey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 297,074 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.60% |
Fees are negotiable on a plan sponsor-by-sponsor basis and typically decline for account balances greater than $100,000, up to a maximum of 0.60%.
Fee Estimator
Location
Wichita, KS
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Regulatory History (1)
Financial
January 2026Other Business Activities
Casey works as a Dasher for DoorDash, delivering food and retail products during non-business hours. This takes about 10-20% of Casey's time.
Employment History
Current Registrations
Empower Advisory Group, LLC
Empower Financial Services, INC.Broker
Empower Financial Services, INC.
Previous Registrations
J.P. Morgan Securities LLCBroker
State Registrations45 states
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
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