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Michael Seese

Advisor at Commonwealth Financial Services

Updated today

Location

Vienna, WV 26105

Credentials

CFP®, ChFC®, Series 63, Series 65

Industry experience

29 years

About

Michael Seese is a CFP® and ChFC® with 29 years of experience in the financial services industry. He has worked at Commonwealth Financial Services since 2003 and previously held positions at LPL Financial, Arbor Point Advisors, and Securities America, Inc. Outside of his advisory role, he serves on the boards of the WVU at Parkersburg Foundation, First Exchange Bank, and West Virginia Central Federal Credit Union, and is involved with a local sports recreation center. Commonwealth Financial Services is an SEC-registered investment adviser serving individuals, including high-net-worth clients, as well as pensions, trusts, estates, corporations, and government entities. The firm offers a range of services including discretionary asset management, retirement-plan advisory programs, financial planning, and insurance products, utilizing both fundamental and technical analysis in its investment approach.

Client services

Based on Commonwealth Financial Services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Lending services and financial institution consulting services

Expertise

Based on Commonwealth Financial Services

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Debt management

Occupation focus

Based on Commonwealth Financial Services

Founder/Business Owner Retired

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Fee options

Fixed

Flat fees for financial planning and consultation services can range up to $15,000 or more

Percentage

up to 2.00% annually (maximum fee for Participant Retirement Program; actual fee may be tiered and negotiated)

Project-based

Up to $750 or more per hour for financial planning and consultation services

Subscriptions

Retainer fees for ongoing financial planning and consultation services charged as flat fee or percentage of assets up to 2% annually

Other

Fee-only: Financial planning fees can be hourly (up to $750+/hour), fixed (up to $15,000+), or retainer fees (up to 2% of assets advised)

Location

373 Timberline Parkway

Vienna, WV 26105

Most active in

Ohio · West Virginia

Work history

Arbor Point Advisors

2017 - 2023 (6 years)

Securities America, inc.

2017 - 2023 (6 years)

Commonwealth Financial Services, LLC

2003 - Present (23 years)

LPL Financial

2003 - 2017 (14 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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Taj R

Series 66

Parkersburg, WV

Rohr Capital Management

Taj Rohr is a financial advisor at Rohr Capital Management with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Lazari Capital Management, Niagara International Capital, and BB&T Investments. Outside of his advisory work, Mr. Rohr is president of Taj Rohr Ministries Inc., a nonprofit music ministry that promotes gospel music through weekend church performances. Rohr Capital Management offers discretionary, fee-based portfolio management and financial planning services primarily to individual and small business clients. The firm uses a tactical allocation strategy incorporating exchange-listed securities, mutual funds, and occasional individual stocks, and manages accounts on a discretionary basis with a fiduciary approach for retirement accounts.

General retirement planning Cash flow / budgeting
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Ashley B

Series 65

Parkersburg, WV

Rohr Capital Management

Ashley Boggs is a Series 65-licensed advisor with Rohr Capital Management in Parkersburg, WV, where she has worked since 2022. She has three years of industry experience and additional background as an independent tax return preparer and president of Problem-Solving Math, LLC, an educational support services business. Rohr Capital Management provides discretionary, fee-based portfolio management and financial planning services to individuals and small businesses, using a tactical allocation approach that incorporates fundamental, technical, and cyclical analysis.

General retirement planning Cash flow / budgeting
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Zachary S

Series 65

Vienna, WV

Commonwealth Financial Services

Zachary Seese is a Series 65-licensed advisor with Commonwealth Financial Services, where he has worked since 2022. He has two years of industry experience, including prior roles in education at West Virginia University and several secondary schools. Commonwealth Financial Services is an SEC-registered investment adviser serving individuals, pensions, trusts, estates, corporations, and state and municipal government clients. The firm provides discretionary asset management, retirement-plan advisory services, third-party money manager arrangements, financial planning, and lending services, using both fundamental and technical analysis across a range of investment vehicles.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Debt management Founder/Business Owner Retired
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Samuel C

Series 65

Vienna, WV

Commonwealth Financial Services

Samuel Cremeans is a financial advisor with Commonwealth Financial Services holding a Series 65 credential. He has been with Commonwealth since 2024 and has prior experience at Northwestern Mutual and United Parcel Service. He attended Marietta College from 2021 to 2025. Commonwealth Financial Services is an SEC-registered investment adviser serving individuals, pensions, trusts, corporations, and state and municipal government clients. The firm offers discretionary asset management, retirement-plan advisory programs, financial planning, and insurance products through an affiliated agency, employing both fundamental and technical analysis in its investment approach.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Debt management Founder/Business Owner Retired
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C. J

Series 63, Series 65

Vienna, WV

Hazlett, Burt & Watson, Inc.

C. Johnson is a financial advisor at Hazlett, Burt & Watson, Inc. with 45 years of industry experience. He has been with the firm since 2009 and holds Series 63 and Series 65 designations. Hazlett, Burt & Watson’s division, Security Capital Management, provides customized investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm employs a documented investment process focused on asset allocation and offers both discretionary and non-discretionary account programs across a range of asset classes.

Wealth management Income planning Real estate investing
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Joshua W

Series 65

Vienna, WV

Commonwealth Financial Services

Joshua Wine is a financial advisor at Commonwealth Financial Services with a Series 65 designation and two years of industry experience. He also serves as a tax manager at Perry & Associates, CPA's, AC, an accounting firm where he has worked since 2016. Prior to his current roles, he worked at Fairmont State University from 2011 to 2016. Commonwealth Financial Services is an SEC-registered investment adviser that serves individuals, pensions, trusts, estates, corporations, broker/dealers’ customers, and state and municipal government clients. The firm offers discretionary asset management, retirement-plan advisory programs, third-party money manager arrangements, financial planning, and lending services, combining fundamental and technical analysis with tactical trading strategies.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Debt management Founder/Business Owner Retired
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