Brandi Walton (CRD# 5905479) is an Investment Advisor Representative working at Commonwealth Financial Network in Richland Center, WI and has over 11 years of experience in the finance industry.
CRD# 6198218
Edward Jones
CRD# 7034105
Thrivent Investment Management Inc.
CRD# 6520439
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mellem Fish House | Richland Center, WI | Sep 2016 - Current | 7 |
| Commonwealth Financial Network | Waltham, MA | Mar 2012 - Current | 12 |
| Wccu Investment Consultants | Richland Center, WI | Mar 2012 - Current | 12 |
| Mary Kay | Richland Center, WI | Oct 2007 - Current | 16 |
| Westby Co-op Credit Union | Richland Center, WI | Nov 1997 - Current | 26 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2012 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2016 |
- WI
-
Total Assets Under Management177,032MILLIONS
-
Total Number of Accounts623,075ACCOUNTS
-
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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