Commonwealth Financial Planning, LLC

Commonwealth Financial Planning, LLC (CRD# 149163) is a financial advisory firm headquartered in Roanoke, VA. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • 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.


Financial Advisors at Commonwealth Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
Cynthia J. Petzold
CRD#: 5645210
Roanoke, VA

Cynthia Petzold (CRD# 5645210) is an Investment Advisor Representative working at Commonwealth Financial Planning, LLC in Roanoke, VA and has 1 year of experience in the finance industry. Cynthia Petzold 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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