FINANCIAL EMPOWERMENT LLC

B62
CRD 131425·SEC 801-136104·BURNSVILLE, MN
AUM
$126.4M
$100M-$500M
Est. Revenue
$1.3M
@ 1% on AUM
Est. EBITDA
$379K
@ 30% margin
Est. Deal Value
$3.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FINANCIAL EMPOWERMENT LLC
CRD
131425
SEC file #
801-136104
EIN
DBA names

Economics

AUM
$126.4M
AUM band
$100M-$500M
AUM trajectory
Client mix
Individuals High Net Worth73
Individuals Other27

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
Primary office
BURNSVILLE MN
Branches

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed feesOther Compensation

Filings

Latest ADV filing
03/31/2026
ADV-W filed at

Compliance

Disclosures (firm)
0
Trademark
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
STANZAK, JANET, ANN
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
STANZAK, JANET, ANN
GARRETT, KRISTIN, LYNEE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
FINEMPOWERMENT.COM
Rdap Domain Creation Date
2004-04-06T12:46:04Z
Rdap Firm Age Years
22
Rdap Firm Age Band
20+y
Rdap Registrar
Register.com - Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.226
Soi Zip Pct 200k Plus
0.0444
Soi Zip Returns 200k Plus
1,070
Soi Zip Total AGI
1,748,410
Fdic Zip Total Deposits
17,506,191,000
Fdic Zip Branch Count
301
Fdic Zip Top Banks
U.S. Bank National Association
Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
Richfield Bank & Trust Co.Burnsville, MN
American Bank of BurnsvilleBurnsville, MN
Fdic Zip HHI
1757.64
Fdic Zip Top Bank Share Pct
32.4
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-04-06T12:46:04Z
Rdap Domain Last Changed
2026-04-07T08:17:58Z
Rdap Nameservers
Dns101.register.comDns102.register.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI73,889
Returns5,820
Stub 2
AGI218,821
Returns5,840
Stub 3
AGI263,316
Returns4,290
Soi Zip Total Business Income
57,437
Soi Zip Total Cap Gains
37,867
Soi Zip Total Dividends
25,551
Soi Zip Total Returns
24,110
Top Owner CRD
1314881
Trust Company Affiliate
No