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
Ste Genevieve, MO 63670
Credentials
Series 63, Series 65
Industry experience
24 years
Flat fees may be charged for certain consulting services, such as retirement plan consulting and other fee-for-service engagements (specific amounts not stated)
$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%
Transaction charges apply in PPS Custom Program (Transactions); fees vary by transaction type (e.g., $15 per buy/sell on certain mutual funds, $1 per options contract)
Hourly consulting fees may be charged for consulting/financial planning separate from PPS programs (specific rates not stated)
Commonwealth Financial Network
2025 - Present (1 year)
Wolk Financial Group
2025 - Present (1 year)
FARMERS FINANCIAL SOLUTIONS
2001 - 2025 (24 years)
Farmers Insurance Group
2000 - 2025 (25 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
