Financial ADVSR advisor directory · SEC adviser records
Commonwealth Financial Network financial advisors in Montana
Every SEC-registered investment adviser representative at a Commonwealth Financial Network office in Montana, by city and A to Z.
The short answer
3 registered advisors work at Commonwealth Financial Network in Montana, out of 2,527 nationwide; it's the firm's number 44 state by advisors, and the most are in Great Falls (3). 1 list the CFP designation and 2 are also registered broker representatives.
Commonwealth Financial Network advisors by city in Montana
Every firm in Montana →Commonwealth Financial Network advisors in Montana, A to Z
Search by name →- Kaidin R. PhelanGreat Falls
- Blake W. StenzelGreat Falls
- Jay W. StenzelGreat Falls · Certified Financial Planner, Chartered Financial Consultant
Commonwealth Financial Network advisors in every state →Commonwealth Financial Network: assets, clients and custodians →Commonwealth news and advisor moves →Advisor Moves: who changed firms this week →
Commonwealth Financial Network in other states
Massachusetts 471New York 232California 217Pennsylvania 175Connecticut 169Ohio 86Texas 86Florida 82North Carolina 80Virginia 80Washington 60Wisconsin 57Michigan 54Maryland 48Minnesota 47Illinois 38New Jersey 38Arizona 37Maine 37Kansas 35Nebraska 34Iowa 31Georgia 30Colorado 27Rhode Island 27Indiana 26Oregon 25New Hampshire 23Utah 22South Carolina 21Missouri 20Tennessee 17Alabama 12Vermont 12Idaho 10Delaware 7Hawaii 7New Mexico 7North Dakota 5District of Columbia 4Kentucky 4Louisiana 4Mississippi 3South Dakota 3
Questions
How many Commonwealth Financial Network financial advisors are in Montana?
3 investment adviser representatives are registered at Commonwealth Financial Network offices in Montana, according to the SEC's Investment Adviser Public Disclosure records, out of 2,527 at the firm nationwide. 1 list the CFP designation and 2 are also registered as broker representatives.
Where in Montana does Commonwealth Financial Network have the most advisors?
Great Falls, with 3. Commonwealth Financial Network has advisors in 1 city in Montana.
How do I check a Commonwealth Financial Network advisor in Montana?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Commonwealth Financial Network office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.