Advisor at Commonwealth Financial Network
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Wrightwood, CA
Credentials
Series 63, Series 66
Industry experience
9 years
Benjamin Otte is a financial advisor at Commonwealth Financial Network with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Commonwealth Financial Network since 2015, with additional experience at Kestra Financial, Inc. and Reliant Missions. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and customized investment solutions, supported by operations, technology, and compliance resources.
Based on Commonwealth Financial Network
Based on Commonwealth Financial Network
Flat or fixed fees available for consulting services, including wealth management, retirement plan consulting, and HSA consulting.
$0 - $750,000: 2.25% $750,000 - $1,000,000: 2.00% $1,000,000 - $2,000,000: 1.75% $2,000,000+: 1.50%
Advisors may receive commissions on securities transactions and insurance products; additional transaction charges may apply in certain programs.
Up to $500 per hour for consulting services.
Account minimum: $1,000 Fee-only: Annual fees negotiable; fees based on percentage of assets under management; no performance-based fees.
Wrightwood, CA
California
Commonwealth Financial Network
2020 - Present (6 years)
Kestra Financial, Inc.
2019 - Present (7 years)
Reliant Missions
2018 - 2019 (1 year)
Unemployed
2018 - 2018 (1 year)
Commonwealth Fiancial Network
2015 - 2018 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Wrightwood, CA
OSAIC
Elizabeth Gamez is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and 28 years of industry experience. She previously worked at Securities America Advisors, Inc. from 2010 to 2024. Outside of her advisory role, she is president of Dream Force Investments, Inc., an S Corporation established for tax purposes. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process incorporating risk tolerance assessments, asset allocation software, and portfolio optimization, offering both discretionary and non-discretionary account management across a wide range of investment products.
Series 65, Series 66
Hesperia, CA
J.P. Morgan Securities
Yerel Morales is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2017. Outside of his advisory role, he is an owner and partner of North Star Procurement Group, LLC, a small business specializing in government procurement. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a combination of advisory and brokerage capabilities.
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