Maryjo Shepler, financial advisor Oregon WI

Maryjo Shepler

CRD Number: 1633146
Current Firm: Commonwealth Financial Network

Maryjo Shepler (CRD# 1633146) is an Investment Advisor Representative working at Commonwealth Financial Network in Oregon, WI and has over 36 years of experience in the finance industry.

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Company Name Location Dates Years
Commonwealth Financail Network Waltham, MA Aug 2005 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1987
Contact Info for Maryjo M. Shepler
Phone Number: 781-736-0700
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    146,387
    MILLIONS
  • Total Number of Accounts
    585,629
    ACCOUNTS
  • Average Account Value
    $249,965
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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