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Christopher Mckern

Advisor at Commonwealth Financial Network

Updated today
Commonwealth Financial Network logo

Firm

Commonwealth Financial Network

Location

Kasson, MN 55944

Credentials

Series 63

Industry experience

26 years

About

Christopher Mckern is a financial advisor with Commonwealth Financial Network and holds a Series 63 designation. He has 26 years of industry experience, including roles at Northstar Financial Partners, LLC and Pratt Kutzke and Associates, LLC. Outside of advisory work, he is an enrolled agent providing tax advice and preparation services to farming and business clients through MFG, Inc. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, offering a range of advisory programs and services. The firm acts as a platform provider delivering operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Client services

Based on Commonwealth Financial Network

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Commonwealth Financial Network

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy

Occupation focus

Based on Commonwealth Financial Network

Founder/Business Owner Executive Retired

Fee options

Fixed

Flat or fixed fees available for consulting services, including wealth management, retirement plan consulting, and HSA consulting.

Percentage

$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%

Commissions

Advisors may receive commissions on securities transactions and insurance products; additional transaction charges may apply in certain programs.

Project-based

Up to $500 per hour for consulting services.

Other

Account minimum: $1,000 Fee-only: Annual fees negotiable; fees based on percentage of assets under management; no performance-based fees.

Location

203 West Main Street

Kasson, MN 55944

Most active in

Minnesota

Work history

Northstar Financial Partners, LLC

2020 - Present (6 years)

Commonwealth Financial Network

2012 - Present (14 years)

Pratt Kutzke and Associates, LLC

2012 - 2020 (8 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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