Shannon
Staiger

Commonwealth Financial Network

CRD#4377169
Investment Advisor
in Fairbanks, AK

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About this Advisor

Shannon Staiger is a chartered financial consultant based in Fairbanks, Alaska with 16 years of industry experience. Staiger currently works for Commonwealth Financial Network. During their career, Staiger has held roles at Commonwealth Financial Network and Sbs Retirement Consultants, LLC. Staiger holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in Alaska. Commonwealth Financial Network is a financial advisory company based in Waltham, MA. The company has offices in 1,759 locations and a total of 4,300 employees. It has $146 billion in assets between its 585,629 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 2,108 charities and foundations. Of its 585,629 accounts, just 4% are held by high-net-worth clients who have at least $1 million in assets. The company has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors largely vary depending on which service is provided. However, fees billed by Commonwealth Financial Network can include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Chartered Financial Consultant

Years Registered*

16 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

907 University Avenue
Fairbanks, AK 99709

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$146,387,007,862

AK Average: $16,012,751,954
Total Number of Employees

4,300

AK Average: 118
Total Number of Accounts

585,629

AK Average: 4,567
Average Account Size

$249,965

AK Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Shannon Staiger Work History

Shannon has been registered as a financial advisor for 16 years.*

2022 - Present (2 years)

Commonwealth Financial Network

2008 - Present (16 years)

Sbs Retirement Consultants, LLC

2004 - 2022 (18 years)

Commonwealth Financial Network

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Shannon Staiger to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Seth Penney
Iowa City, IA
Sviatlana Maslava
New York, NY
Tyler Price
Kennewick, WA
Mark Kutzke
Rochester, MN
Jason Wright
Saint George, UT
Stephanni Sharp
San Diego, CA
John Cronin
East Syracuse, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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