Commonwealth Financial Network

Commonwealth Financial Network (CRD# 8032) is a financial advisory firm headquartered in Waltham, MA. They manage $52,072,831,792 in 229,200 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    52,073
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Commonwealth Financial Network
Showing 1 - 10 of 2,199 top financial advisors.
1
Nicholas A. Ibello
CRD#: 5820593
8850 Columbia 100 Parkway, Suite 204, Columbia, MD 21045
103
Wealthminder
score

Selecting a skilled financial advisor—a relationship that will potentially last a lifetime—is an important decision.


You will work closely with your financial advisor throughout life’s greatest moments as well as most difficult times to reach goals that you likely have set in motion decades before they come to fruition. We understand this is a significant decision for you and your family.

 

With multiple CERTIFIED FINANCIAL PLANNER ™ practitioners on staff, and our partnership with the award-winning broker/dealer, Commonwealth Financial Network®, you have a team of distinguished, credentialed, and experienced professionals to help develop your comprehensive financial plan. With this team approach, we will guide you through our financial planning process to create a financial plan that accurately reflects your current financial status and paints a clear picture to illustrate your path to financial independence and goal achievement.

 

This communication is strictly intended for individuals residing in the state of MD. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org, www.SIPC.org, a Registered Investment Adviser. www.commonwealth.com/termsofuse.html

 

Williams Asset Management
8850 Columbia 100 Parkway, Suite 204           
Columbia, MD 21045
Phone: 410.740.0220

www.WilliamsAssetMangement.com              

2
Shabri G. Moore
CRD#: 2894381
50 Carroll Creek Way, Suite 335, Frederick, MD 21701
103
Wealthminder
score

Shabri Moore (CRD# 2894381) is an Investment Advisor Representative working at Commonwealth Financial Network in Frederick, MD and has over 17 years of experience in the finance industry. Shabri Moore 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 putclients' interests first and comply with the Financial Planning Practice Standards.

3
Martin Gredinger
CRD#: 1503836
3 White Pine Knoll Road, Wayland, MA 01778
101
Wealthminder
score

Martin Gredinger is a CPA and 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.Martin provides tax preparation and advisory services, CFO services and financial coaching.  

4
Bryn T. Henry
CRD#: 4465166
18170 Dallas Parkway, Suite 103, Dallas, TX 75287
101
Wealthminder
score

Bryn Henry (CRD# 4465166) is an Investment Advisor Representative working at Commonwealth Financial Network in Dallas, TX and has over 14 years of experience in the finance industry.

5
Larry M. McCarty
CRD#: 2201894
180 North Riverview Drive, Suite 220, Anaheim Hills, CA 92808
101
Wealthminder
score

Larry McCarty (CRD# 2201894) is an Investment Advisor Representative working at Commonwealth Financial Network in Anaheim Hills, CA and has over 24 years of experience in the finance industry. Larry McCarty 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.

6
Peter L. Voss
CRD#: 1176447
1425 West Foothill Blvd., Suite 120, Upland, CA 91786
101
Wealthminder
score
Peter Voss (CRD# 1176447) is an Investment Advisor Representative working at Commonwealth Financial Network in Upland, CA and has over 17 years of experience in the finance industry.
7
Trevor K. Kern
CRD#: 4424461
11335 Gold Express Drive, Suite 155, Gold River, CA 95670
100
Wealthminder
score

Trevor is an Accredited Investment Fiduciary®, Accredited Asset Management Specialist, practicing Wealth Advisor, and Vice President/CFO of Zeller Kern Wealth Advisors. He began his career at A.G. Edwards, working with Steven Zeller while earning his Master’s degree in Finance at California State University, Sacramento in 2001. During his career, Trevor has focused on providing proactive financial planning and investment management for his clients. He is committed to providing individualized and personal wealth management strategies, offering thoughtful and unique financial planning advice. Trevor and Steve shared a vision for creating a comprehensive wealth management process, our Focused Wealth® Process, and made that vision a reality by founding Zeller Kern Wealth Advisors.

 

Trevor is active in professional development organizations, building his knowledge and skills in wealth management. Trevor holds his Series 7, Series 30, Series 31, Series 63 and Series 66 registrations through Commonwealth Financial Network.

 

Trevor works extensively with business owners to manage their personal wealth and retirement plans as well as the retirement plans of employees. He helps clients establish, manage and maintain defined benefit plans (pension plans) and defined contribution plans (including 401k, 457, 403b, profit-sharing plans, money purchase plans, SEP and SIMPLE IRAs). He also provides guidance on how to transition from these plans at or before retirement, using IRA rollovers and in-service non-hardship withdrawals.

 

Trevor is an active participant in the community. He is a past advisory board member of the Sacramento Small Business Development Center, which offers training to help small business owners start and grow their businesses. Outside of the office, Trevor enjoys time with his wife and two daughters.  He has a passion for the outdoors and likes to hike, fish, and golf. He also loves to travel, and plans to visit every park in the National Park System.

8
Brian R. Kayhart
CRD#: 1678222
674 Route 202 / 206 Building 4, Suite 8, Bridgewater, NJ 08807
98
Wealthminder
score

Brian Kayhart (CRD# 1678222) is an Investment Advisor Representative working at Commonwealth Financial Network in Bridgewater, NJ and has over 9 years of experience in the finance industry.

9
Dale L. Acton
CRD#: 4785817
8500 Normandale Lake Boulevard, Suite 950, Bloomington, MN 55437
96
Wealthminder
score

Dale Acton (CRD# 4785817) is an Investment Advisor Representative working at Commonwealth Financial Network in Bloomington, MN and has over 12 years of experience in the finance industry. Dale Acton 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.

10
Barry E. Ahr
CRD#: 1341830
8044 Montgomery Road, Suite 410, Cincinnati, OH 45236
96
Wealthminder
score

Barry Ahr (CRD# 1341830) is an Investment Advisor Representative working at Commonwealth Financial Network in Cincinnati, OH and has over 31 years of experience in the finance industry. Barry Ahr 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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