Chloe BrielCRD Number: 5989915
Current Firm: Commonwealth Financial Network
Chloe Briel (CRD# 5989915) is an Investment Advisor Representative working at Commonwealth Financial Network in Saint Louis Park, MN and has 1 year of experience in the finance industry.
Phillip James Financial Company
Allodium Investment Consultants, LLC
Epiq Partners, LLC
|Commonwealth Financial Network||Waltham, MA||Mar 2015 - Current||1|
|Cetera Advisor Networks LLC||El Segundo, CA||Jul 2013 - Feb 2015||1|
|Advanced Wealth Management||Minneapolis, MN||Apr 2013 - Feb 2015||1|
|Golden Valley Golf And Counry Club||Golden Valley, MN||Sep 2010 - Apr 2013||2|
|Larry A. Ford And Associates||Minneapolis, MN||Jan 2011 - Mar 2013||2|
|Watch Minnesota||Minneapolis, MN||Jan 2011 - Oct 2011||< 1|
|Park Nicollet Health Services||St Louis Park, MN||Feb 2011 - Jul 2011||< 1|
|Partners For Violence Prevention||St Paul, MN||Sep 2010 - Dec 2010||< 1|
|University Of Wisconsin-madison Study Abroad Program-greece||Madison, WI||Jun 2010 - Aug 2010||< 1|
|University Of Wisconsin-madison Box Office||Madison, WI||Feb 2007 - Aug 2010||3|
|Cornblooms||Madison, WI||Feb 2007 - Aug 2010||3|
|University Of Wisconsin-madison||Madison, WI||Aug 2006 - Aug 2010||4|
|The Nitty Gritty||Madison, WI||Jan 2009 - Jan 2010||1|
|Family Court Assistance Project||Madison, WI||Jan 2008 - Nov 2009||1|
|Cambodian Buddist Society||Madison, WI||Jan 2009 - May 2009||< 1|
|Representative Phil Garthwaite||Madison, WI||Sep 2008 - May 2009||< 1|
|Eagle Creek Inn/silent Woman||Fennimore, WI||Aug 2003 - Apr 2009||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2014|
Total Assets Under Management52,073MILLIONS
Total Number of Accounts229,200ACCOUNTS
Average Account Value$227,194
- 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)
- 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
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