Keith
Blakeman

Commonwealth Financial Network

CRD#2871170
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Keith Blakeman is a certified financial planner based in Scottsdale, Arizona. Currently an advisor at Commonwealth Financial Network, they have accrued 10 years of work experience. Blakeman has Series 63 and Series 65 licenses, which qualify the advisor as both a securities agent and an investment advisor representative. Blakeman is able to advise customers in Arizona. During their career, the advisor has held roles at Commonwealth Financial Network and Blakeman And Associates, Inc. Commonwealth Financial Network is headquartered in Scottsdale, Arizona, and has 1,090 additional brick-and-mortar locations throughout the nation. In aggregate, Commonwealth Financial Network oversees $111 billion in assets covering 436,517 client accounts and retains more than 3,400 people. The firm's total assets under management makes it one of the biggest investment advisory firms in the nation. The firm manages 426,927 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 4% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in capital. Commonwealth Financial Network can provide 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. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years of Experience

10 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

Disclosures

No

Office Location

8925 E Pima Center Parkway Suite 135
Scottsdale, AZ 85258

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$111,440,393,319

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

3,400

AZ Average: 118
Total Number of Accounts

436,517

AZ Average: 4,567
Average Account Size

$255,295

AZ Average: $3,506,186

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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

Keith Blakeman Work History

Keith has 10 years of experience.

2010 - Present (12 years)

Commonwealth Financial Network

2010 - Present (12 years)

Blakeman And Associates, Inc

Disclosures

Keith Blakeman has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Joelle Spear
Framingham, MA
Michael Stone
Carrollton, GA
Michael Dozois
San Diego, CA
John Farrell
Waltham, MA
Edward Bothfeld
Lake Forest, IL
Paul Kim
Great Neck, NY

The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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