Adviser and broker representative · Commonwealth Financial Network

Gregory Poeschel

CRD 7135165 · Eau Claire, WI

At a glance

Gregory Poeschel is an investment adviser representative with Commonwealth Financial Network in Eau Claire, WI, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Gregory’s SEC record dates to 2022, about 4 years ago. Gregory is also registered as a broker representative.

Current advisory firm

Commonwealth Financial NetworkSince March 2022Eau Claire, WI · $213B in regulatory assets

SEC adviser record

Registered since: 2022 (4 years)
Designations: None on file
Exams: Series 66
Registered in: 1 state
Also a broker representative: Yes
Disclosures on record: None

AtlasMembers

Gregory’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website: Locked
Previous firms, with start and end dates: Locked
Employment history: Locked
States they’re registered in: Locked
Outside business activities: Locked
When they joined their current firm, and their firm’s growth: Locked

Open Atlas free Member sign in

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.

Every advisor at Commonwealth Financial Network →Commonwealth Financial Network: assets, clients and custodians →Commonwealth news, moves and payouts →Financial advisors in Eau Claire, WI →Every Commonwealth Financial Network advisor in Eau Claire →Advisor Moves: who changed firms this week →