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Financial ADVSR advisor directory · SEC adviser records

Commonwealth Financial Network financial advisors in Portage, MI

Every SEC-registered investment adviser representative at a Commonwealth Financial Network office in Portage, A to Z.

3 registered advisors work at Commonwealth Financial Network in Portage, out of 2,715 at the firm nationwide; it ranks number 18 in the city by advisors. 2 list the CFP designation and 3 are also registered broker representatives.

Commonwealth Financial Network advisors in Portage, A to Z

Every Commonwealth Financial Network advisor →

Commonwealth Financial Network advisors in every city and state →Commonwealth Financial Network: assets, clients and custodians →Commonwealth news and advisor moves →Commonwealth Financial Network payout grid vs. other firms →Advisor Moves: who changed firms this week →

Commonwealth Financial Network advisors in other cities

Waltham, MA 160San Diego, CA 67Glastonbury, CT 51Overland Park, KS 28Rochester, NY 27Needham, MA 24Worcester, MA 23Dallas, TX 19Danvers, MA 17Shelton, CT 17Wilmington, NC 17New York, NY 16Pittsford, NY 16Roanoke, VA 16Burlington, MA 15

Other firms in Portage

All Portage advisors →

Zhang Financial 19Ameriprise Financial Services, LLC 18Pfs Investments Inc. 15Oppenheimer & Co. Inc. 11Wells Fargo Clearing Services, LLC 11Raymond James & Associates, Inc. 10Plante Moran Financial Advisors 9Stifel, Nicolaus & Company, Incorporated 9Merrill Lynch, Pierce, Fenner & Smith Incorporated 8Edward Jones 6Lvm Capital Management Ltd. 6Mercer Global Advisors Inc. 6

Questions

How many financial advisors does Commonwealth Financial Network have in Portage?

3 investment adviser representatives are registered at Commonwealth Financial Network offices in Portage, Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 2,715 nationwide. 2 list the CFP designation and 3 are also registered as broker representatives.

Is Commonwealth Financial Network one of the largest advisor employers in Portage?

Commonwealth Financial Network ranks number 18 in Portage by registered advisors; Zhang Financial has the most, with 19.

How do I check a Commonwealth Financial Network advisor in Portage?

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. Weighing a move? Compare payouts by firm or value a recruiting offer.