David Bucholtz, financial advisor Willoughby Hills OH

David Bucholtz

CRD Number: 2598738
Current Firm: Commonwealth Financial Network

David Bucholtz (CRD# 2598738) is an Investment Advisor Representative working at Commonwealth Financial Network in Willoughby Hills, OH and has over 23 years of experience in the finance industry. David Bucholtz 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
Michael Germo Dba Financial Planning Resources Mentor, OH Aug 2019 - Current 4
Bucholtz & Germo Willoughby Hills, OH Feb 2005 - Current 19
Commonwealth Financial Network Waltham, MA Jun 2003 - Current 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2000
Contact Info for David E. Bucholtz
Phone Number: 781-736-0700
Registered State(s):
  • OH
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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