Commonwealth Financial Network

Commonwealth Financial Network (CRD# 8032) is a financial advisory firm headquartered in Waltham, MA. They manage $85,214,650,650 in 388,288 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    85,215
    MILLION
  • Total Number of Accounts
    388,288
    ACCOUNTS
  • Average Account Value
    $219,462
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Commonwealth Financial Network
Showing 1 - 10 of 2,762 top financial advisors.
1
Michael V. Addessi
CRD#: 2001527
Lutz, FL 33558
Michael Addessi (CRD# 2001527) is an Investment Advisor Representative working at Commonwealth Financial Network in Lutz, FL and has over 28 years of experience in the finance industry. Michael Addessi has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
2
Trent L. Von Ahsen
CRD#: 5362122
329 12th Ave SE STE 106, Cedar Rapids, IA 52401

Trent Von Ahsen (CRD# 5362122) is an Investment Advisor Representative working at United Iowa Financial in Cedar Rapids, IA and has over 12 years of experience in the finance industry. Trent has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Frank B. Abel
CRD#: 4288358
2 South Main Street, Essex, CT 06426

Frank Abel (CRD# 4288358) is an Investment Advisor Representative working at Commonwealth Financial Network in Essex, CT and has over 19 years of experience in the finance industry.

4
Robert G. Abel
CRD#: 4397867
111 Silver Lake Boulevard, Pittsfield, MA 01201

Robert Abel (CRD# 4397867) is an Investment Advisor Representative working at Commonwealth Financial Network in Pittsfield, MA and has over 18 years of experience in the finance industry.

5
Ned L. Abenroth
CRD#: 4997751
7231 196th Street Sw, Suite B, Lynnwood, WA 98036

Ned Abenroth (CRD# 4997751) is an Investment Advisor Representative working at Commonwealth Financial Network in Lynnwood, WA and has over 14 years of experience in the finance industry.

6
Raymond T. Acchione
CRD#: 4124104
One University Office Park, 29 & 95 Sawyer Road, Waltham, MA 02453

Raymond Acchione (CRD# 4124104) is an Investment Advisor Representative working at Commonwealth Financial Network in Waltham, MA and has over 18 years of experience in the finance industry.

7
Carrie J. Ackley
CRD#: 4881607
8009 34th Ave S, Suite 1550, Bloomington, MN 55425

Carrie Ackley (CRD# 4881607) is an Investment Advisor Representative working at Commonwealth Financial Network in Bloomington, MN and has over 13 years of experience in the finance industry.

8
David H. Adams
CRD#: 2524328
256 Seaboard Lane, C-101, Franklin, TN 37067

David Adams (CRD# 2524328) is an Investment Advisor Representative working at Commonwealth Financial Network in Franklin, TN and has over 25 years of experience in the finance industry.

9
David G. Adams
CRD#: 2186552
N7640 County Road Wh, Suite 900, Fond Du Lac, WI 54937

David Adams (CRD# 2186552) is an Investment Advisor Representative working at Commonwealth Financial Network in Fond Du Lac, WI and has over 28 years of experience in the finance industry.

10
Lisa K. Adams
CRD#: 2042816
N7640 County Road Wh, Suite 900, Fond Du Lac, WI 54937

Lisa Adams (CRD# 2042816) is an Investment Advisor Representative working at Commonwealth Financial Network in Fond Du Lac, WI and has over 29 years of experience in the finance industry. Lisa Adams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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