Chloe Briel, financial advisor Saint Louis Park MN
88 score

Chloe Briel

CRD 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 over 2 years of experience in the finance industry.

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Company Name Location Dates Years
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
Contact Info for Chloe K. Briel
Phone Number: 781-736-0700
Registered State(s):
  • MN
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
88
Clean Record
This advisor has a clean track record with regulators.

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