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Robert Michael Case

Investment Adviser Representative at Empower Advisory Group, LLC

Irving, TXCRD #7511746Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
4 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Robert Michael Case is an investment adviser representative with Empower Advisory Group, LLC in Irving, TX, where they have been registered since 2023. They have worked in the securities industry since 2022 and were previously registered with Personal Capital Advisors Corporation. They have passed 3 industry qualification exams, including the Series 65 (investment adviser) and Series 7 (general securities representative). They are registered to provide investment advice in Texas.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 3/21/2022
Series 7
General Securities Representative Examination
Passed 10/31/2025
SIE
Securities Industry Essentials Examination
Passed 10/31/2024

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Empower Financial Services, Inc.Current
10/31/2025 – Irving, TX
Empower Advisory Group, LLCCurrent
4/3/2023 – Irving, TX
Personal Capital Advisors Corporation
3/21/2022 – 4/3/2023Royse City, TX

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Personal Capital Advisors Corporation
    Jul 2021 – Jan 2023Dallas, TX
  2. Fisher Investments
    Jun 2020 – Jul 2021Dallas, TX
  3. Student
    Jan 2012 – Jun 2020San Diego, CA
  4. Personal Capital Advisors Corporation
    Jan 2023 – Apr 2023Royse City, TX
  5. Empower Advisory Group, LLC
    Apr 2023 – no end date reportedGreenwood Village, CO
  6. Empower Financial Services, Inc
    Aug 2024 – no end date reportedGreenwood Village, CO

Official records & sources

Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Empower Advisory Group, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/MunicipalCorporations

Firm assets under management

$25B+

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
1,855
Offices listed on AdvisorFinder:
5
Main office:
Greenwood Village, CO
SEC file number:
801-58105

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of July 9, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Robert Michael Case has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Robert Michael Case (Empower Financial Services)