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.
Firm
Commonwealth Financial Network
Location
Bagley, MN 56621
Credentials
Series 66
Industry experience
1 year
Sierra Serbus is a financial advisor at Commonwealth Financial Network with one year of industry experience. She holds a Series 66 designation and has previously worked at Red Letter Financial Group, Invest Forward, Affinity Plus Federal Credit Union, and Gate City Bank. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and customized investment solutions.
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.
104 Main Ave N
Bagley, MN 56621
Minnesota
Red Letter Financial Group, Inc.
2025 - Present (1 year)
Commonwealth Financial Network
2024 - Present (2 years)
Invest Forward
2024 - 2026 (2 years)
Invest Forward
2023 - 2024 (1 year)
Affinity Plus Federal Credit Union
2018 - 2023 (5 years)
Unemployed
2018 - 2018 (1 year)
Gate City Bank
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.
CFP®, Series 66
Bagley, MN
The Fiduciary Alliance
Series 65
Bagley, MN
The Fiduciary Alliance
Series 63, Series 66
Bagley, MN
Commonwealth Financial Network
CFP®, Series 63, Series 65
Bagley, MN
Commonwealth Financial Network
ChFC®, Series 63, Series 65
Bagley, MN
Commonwealth Financial Network
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