Brett Sherpan, financial advisor Plainfield IL
96 score

Brett Sherpan

CRD Number: 4519541
Current Firm: Commonwealth Financial Network

Brett Sherpan (CRD# 4519541) is an Investment Advisor Representative working at Commonwealth Financial Network in Plainfield, IL and has over 14 years of experience in the finance industry. Brett Sherpan 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
Commonwealth Financial Network Waltham, MA Aug 2007 - Current 9
Chicago Oakbrook Financial Group Oakbrook, IL Aug 2007 - Current 9
Hornor Townsend And Kent, Inc. Oak Brook, IL Mar 2002 - Aug 2007 5
Penn Mutual Life Ins Co Oakbrook, IL Mar 2002 - Aug 2007 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2002
S65 NASAA Investment Advisors Law Examination Oct 2002
Contact Info for Brett E. Sherpan
Phone Number: 781-736-0700
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    52,073
    MILLIONS
  • Total Number of Accounts
    229,200
    ACCOUNTS
  • Average Account Value
    $227,194
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)
  • 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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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