Shane
Keith

Commonwealth Financial Network

CRD#6199091
Investment Advisor
in Payson, AZ

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About this Advisor

Shane Keith is a certified financial planner working in Payson, Arizona, with 11 years in the industry. Keith is on the advisory team at Commonwealth Financial Network. Their career trajectory has included roles at The Vanguard Group, Inc, Grand Canyon University, Commonwealth Financial Network and Kevin Dick Investment Management Group. Keith maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Arizona. Commonwealth Financial Network is a financial advisory company operating in Payson, Arizona. The investment advisory business has offices in 1,275 locations and a total of 4,000 financial advisors. It controls $162 billion in assets under management among its 540,172 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises 432 charitable organizations. Of its 540,172 client accounts, just 10% are associated with high-net-worth clients who have at least $1 million in investable assets. The advisory firm provides a number of services, including 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 usually depend on which services are provided. Fees charged by Commonwealth Financial Network likely consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years of Experience

11 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

630 East Highway 260
Payson, AZ 85541

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$161,852,722,626

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

4,000

AZ Average: 118
Total Number of Accounts

540,172

AZ Average: 4,567
Average Account Size

$299,632

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

Shane Keith Work History

Shane has 11 years of experience.

2019 - Present (3 years)

Commonwealth Financial Network

2019 - Present (3 years)

Kevin Dick Investment Management Group

2018 - 2019 (1 year)

Kevin Dick Investment Management Group

2018 - 2019 (1 year)

Commonwealth Financial Network

2013 - 2018 (5 years)

The Vanguard Group, Inc

2011 - 2013 (2 years)

Grand Canyon University

2011 - 2013 (2 years)

Grand Canyon University

Disclosures

Shane Keith has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
John Lohse
Wilmington, NC
Scott Wilson
Saint Peters, MO
Leigh Morales
Overland Park, KS
Ryan Swenson
Jupiter, FL
Kristan Hansen
Bellevue, WA
Michelle Martin
Rhinebeck, NY
Rhonda Campbell
Elkhorn, NE

The content in this profile was updated by SmartAsset on 04/01/2022 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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