Brandon Uttich (CRD# 6034562) is an Investment Advisor Representative working at Commonwealth Financial Network in Fresno, CA and has over 11 years of experience in the finance industry.
CRD# 4407978
Commonwealth Financial Network
CRD# 4834967
Diversified Wealth Management Solutions, LLC
CRD# 5351296
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Endurance Financial | Fresno, CA | Mar 2023 - Current | 1 |
| Commonwealth Financial Network | San Diego, MA | Mar 2023 - Current | 1 |
| Endurance Financial And Insurance Solutions | Fresno, CA | Oct 2022 - Mar 2023 | < 1 |
| Principal Life Insurance Company | Fresno, CA | Aug 2018 - Mar 2023 | 4 |
| Principal Securities Incorparated | Fresno, CA | Aug 2018 - Mar 2023 | 4 |
| Mutual Of Omaha Investor Services, Inc. | Omaha, NE | Mar 2012 - Aug 2018 | 6 |
| Mutual Of Omaha | Fresno, CA | Oct 2011 - Aug 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2012 |
- CA
-
Total Assets Under Management177,032MILLIONS
-
Total Number of Accounts623,075ACCOUNTS
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Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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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