Morgan Stanley
47yrs
Top advisor by experience in Colorado
23yrs
Based in Greenwood Village, Colorado, Eric Reese is a fiduciary financial advisor with 23 years of industry experience. Eric has been with Empower Advisory Group since 2021; before that, Eric spent six years at Cuna Brokerage Services and three years at J.P. Morgan Securities. 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
Experience23 years (since 2003)
How that compares ?Top 13% 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.
Series 66Uniform Combined State Law Examination
Career
- 2021 – nowEmpower Advisory Group, LLCCurrent firm
- 2016 – 2021Cuna Brokerage Services, Inc.Previously
- 2012 – 2015J.P. Morgan Securities LLCPreviously
- 2009 – 2012Chase Investment Services Corp.Previously
- 2004 – 2009Signator Investors, Inc.Previously
Contact Eric
Local office(303) 737-3000Ask for Eric. (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 Eric
Tailored to Eric’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 Eric
How do I contact Eric?
Call Eric’s local office at (303) 737-3000 or the Empower Advisory Group main office at (866) 575-4977, and ask for Eric Reese.
How long has Eric been a financial advisor?
Eric has been in the industry since 2003, about 23 years. Top 13% by experience at Empower Advisory Group.
What licenses does Eric hold?
Series 66. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
Empower Advisory Group reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Eric 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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