Michael Germo, financial advisor Hudson OH

Michael Germo

CRD Number: 732238
Current Firm: Commonwealth Financial Network

Michael Germo (CRD# 732238) is an Investment Advisor Representative working at Commonwealth Financial Network in Hudson, OH and has over 30 years of experience in the finance industry. Michael Germo 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.

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Professional Designations
Company Name Location Dates Years
Financial Planning Resources Mentor, OH Aug 2019 - Current 3
Commonwealth Financial Network Waltham, MA Aug 2019 - Current 3
Financial Planning Resources Mentor, OH Jan 1994 - Current 28
Royal Alliance Associates, Inc. Willoughby Hills, OH Nov 1989 - Aug 2019 29
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1992
Contact Info for Michael A. Germo
Phone Number: 781-736-0700
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    161,853
    MILLIONS
  • Total Number of Accounts
    540,172
    ACCOUNTS
  • Average Account Value
    $299,632
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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