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Empower 3/9/2022
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Empower 3/9/2022
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Entry Properties
Last modified
3/25/2022 10:04:30 AM
Creation date
3/25/2022 10:02:40 AM
Metadata
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Template:
Contracts
Contractor's Name
Empower
Approval Date
3/9/2022
Council Approval Date
2/16/2022
Department
Human Resources
Department Project Manager
Kandy Bartlett
Subject / Project Title
Administrative Services for 457(b) Plan
Tracking Number
0000842
Total Compensation
$0.00
Contract Type
Agreement
Retention Period
6 Years Then Destroy
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Item 1—Cover Page <br /> ADVISED ASSETS <br /> GROUP,LLC <br /> Disclosure Brochure <br /> for: <br /> Online Investment <br /> GuidanceOnline Advice <br /> Managed Account <br /> Service& <br /> Empower Premier IRA <br /> 8515 East Orchard <br /> Road Greenwood <br /> Village,CO 80111 <br /> Telephone for Participants in Employer-Sponsored Retirement Plans: 855-756-4738 <br /> Telephone for Account Holders of the Empower Premier IRA: 866-317-6586 <br /> March 30, 2021 <br /> This Brochure provides information about the qualifications and business practices of Advised Assets Group,LLC("AAG"). <br /> Specifically, this Brochure provides information on the advisory services provided by AAG and sub-advised by <br /> Morningstar Investment Management, LLC("Morningstar Investment Management"). If you have any questions about <br /> the contents of this Brochure, please contact us at 855-756-4738. The information in this Brochure has not been <br /> approved or verified by the Securities and Exchange Commission ("SEC")or by any state securities authority. <br /> AAG is a registered investment adviser under the Investment Advisers Act of 1940("Advisers Act"). Registration of AAG <br /> does not imply any level of skill or training. Additional information about AAG is available on the SEC website at <br /> www.adviserinfo.sec.gov or at www.advisedassetsgroup.com. <br />
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