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
Wautoma, WI 54982
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)
Farmers Exchange Bank
2011 - Present (15 years)
Commonwealth Financial NEtwork
2004 - Present (22 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Wautoma, WI
Edward Jones
Series 63, Series 65
Marion, WI
Private Client Services, LLC
Series 66
Wautoma, WI
Thrivent Investment Management
Series 66
Neshkoro, WI
Ameriprise
Series 66
Redgranite, WI
Thrivent Investment Management
CFP®, ChFC®, Series 63
Wild Rose, WI
Commonwealth Financial Network
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