Tiffany Tomassoni (CRD# 6835691) is an Investment Advisor Representative working at Commonwealth Financial Network in Duluth, MN and has over 6 years of experience in the finance industry. Tiffany Tomassoni 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.
CRD# 5369842
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 820126
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1283578
Split Rock Private Trading And Wealth Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Commonwealth Financial Network | San Diego, CA | Jan 2022 - Current | 2 |
| Degraaf Financial | Duluth, MN | Oct 2019 - Current | 4 |
| Wheeler Associates | Duluth, MN | Oct 2018 - Current | 5 |
| Commonwealth Financial Network | San Diego, CA | Oct 2018 - Dec 2021 | 3 |
| Commonwealth Financial Network | San Diego, CA | Mar 2018 - Oct 2018 | < 1 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Aug 2017 - Feb 2018 | < 1 |
| Northwestern Mutual Investment Services LLC | Duluth, MN | Aug 2017 - Feb 2018 | < 1 |
| Johnson Brother Liquor Company | St Paul, MN | Dec 2014 - Aug 2017 | 2 |
| Grandmas Saloon And Grill | Duluth, MN | Jul 2013 - Feb 2016 | 2 |
| Grandmas Saloon And Grill | Duluth, MN | Apr 2009 - Feb 2016 | 6 |
| Duluth Public Schools | Duluth, MN | Oct 2012 - Dec 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2018 |
| S63 | Uniform Securities State Law Examination | Nov 2017 |
- MN
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Total Assets Under Management177,032MILLIONS
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Total Number of Accounts623,075ACCOUNTS
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Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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
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