Kevin Pentz, CFP®
CRD Number: 5570151
Current Firm: Commonwealth Financial Network
Compensation Model: Both
Kevin J. Pentz CFP® (CRD# 5570151) is an Investment Advisor Representative working at Commonwealth Financial Network in Silverdale, WA and has over 9 years of experience in the finance industry. Kevin Pentz 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.
360-516-2400
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealthmark Advisors | Silverdale, WA | May 2021 - Current | 2 |
| Commonwealth Financial Network | Waltham, MA | Oct 2017 - Current | 6 |
| Wealth Solutions By Design, Pllc | Poulsbo, WA | Jun 2019 - May 2021 | 1 |
| Thrivent Financial | Appleton, WI | Jan 2015 - Oct 2017 | 2 |
| Thrivent Investment Management Inc. | San Jose, CA | Aug 2014 - Oct 2017 | 3 |
| Thrivent Financial | Appleton, WI | Oct 2014 - Jan 2015 | < 1 |
| Veritas Group LLC | Silverdale, WA | Nov 2012 - Jan 2015 | 2 |
| Newlife Church | Silverdale, WA | Mar 2011 - Oct 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2014 |
- WA
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Total Assets Under Management177,032MILLIONS
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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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