John StineCRD Number: 5148693
Current Firm: Commonwealth Financial Network
John Stine (CRD# 5148693) is an Investment Advisor Representative working at Commonwealth Financial Network in Eau Claire, WI and has over 4 years of experience in the finance industry.
Robert W. Baird & Company Incorporated
Orgel Wealth Management, LLC
|Nine Pillars||Eau Claire, WI||Jan 2015 - Current||7|
|Security Financial Solutions||Eau Claire, WI||Aug 2013 - Jan 2015||1|
|Steamatic Of Western Wisconsin||Eau Claire, WI||Aug 2008 - Aug 2013||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2017|
Total Assets Under Management133,519MILLIONS
Total Number of Accounts480,086ACCOUNTS
Average Account Value$278,116
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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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