Morgan Stanley
47yrs
Top advisor by experience in Colorado
20yrs
Katherine Ramirez
Financial advisor at Empower Advisory Group
Katherine Ramirez has worked in the financial industry for 20 years and is a fiduciary financial advisor based in Greenwood Village, Colorado. Katherine has been with Empower Advisory Group since 2023; before that, Katherine spent a year at Bancwest Investment Services and eight years at Merrill. Empower Advisory Group offers financial planning, investment management, and educational workshops and is paid through a percentage of assets and flat fees.
One of 2121 advisors with offices in Greenwood Village, and one of 2050 fiduciaries.
At a glance
Experience20 years (since 2006)
How that compares ?Top 18% by experience at Empower Advisory Group
Office8515 East Orchard Rd 4t2, Greenwood Village, CO 80111
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$565,063
Advisors at the firm1,978
States licensed ?1 state
Services through Empower Advisory Group
Financial planningInvestment management for individuals and small businessesEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowEmpower Advisory Group, LLCCurrent firm
- Sep 2021 – Apr 2022Bancwest Investment Services, Inc.Previously
- Jul 2019 – Jan 2021Bancwest Investment Services, Inc.Previously
- 2011 – 2019MerrillPreviously
- 2008 – 2011Charles Schwab & CO., Inc.Previously
- Oct 2007 – Jan 2008Edward JonesPreviously
Contact Katherine
Local office(303) 737-3000Ask for Katherine. (866) 575-4977Main office 8515 East Orchard Rd 4t2Greenwood Village, CO 80111Office · Get directions Firm websiteempower.com/eag
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Questions to ask Katherine
Tailored to Katherine’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Katherine
How do I contact Katherine?
Call Katherine’s local office at (303) 737-3000 or the Empower Advisory Group main office at (866) 575-4977, and ask for Katherine Ramirez.
How long has Katherine been a financial advisor?
Katherine has been in the industry since 2006, about 20 years. Top 18% by experience at Empower Advisory Group.
What licenses does Katherine hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Katherine a fiduciary?
Katherine is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Katherine paid?
Empower Advisory Group reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Katherine for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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