Staci
Gaiser

Commonwealth Financial Network

CRD#4409977
Investment Advisor
in Tempe, AZ

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About this Advisor

Staci Gaiser is a financial advisor who works out of Tempe, Arizona, who has been in the advisory business for 14 years. Gaiser currently works for Commonwealth Financial Network. Their career trajectory has included roles at Ameriprise Financial Services, Inc, Commonwealth Financial Network and Ke Wealth Advisors. Gaiser holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can operate in Arizona. Commonwealth Financial Network is a firm that has its headquarters in Tempe, Arizona. It has offices in 1,090 locations and a total of 3,350 advisors. It oversees $85 billion in assets under management between its 388,288 accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves 259 charitable organizations. Of its 388,288 client accounts, just 3% are held by high-net-worth individuals who have at least $1 million in investable assets. The company has a broad set 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 for financial advisory services largely are based on which services the firm provides the client. However, fees charged by Commonwealth Financial Network likely include any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

15 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

4015 S Mcclintock Drive Suite 100
Tempe, AZ 85282

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$85,214,650,650

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

3,350

AZ Average: 118
Total Number of Accounts

388,288

AZ Average: 4,567
Average Account Size

$219,462

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

Staci Gaiser Work History

Staci has 15 years of experience.

2019 - Present (1 year)

Commonwealth Financial Network

2019 - Present (1 year)

Ke Wealth Advisors

2019 - 2019 (< 1 year)

Ameriprise Financial Services, Inc

2005 - 2019 (14 years)

Ameriprise Financial Services, Inc

Disclosures

Staci Gaiser has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Brendan Stringer
Arlington, VA
Joseph Gugino
Waltham, MA
Charles Carter
Phoenix, AZ
Daniel Flanagan
Framingham, MA
Karen Tupitza
Fairfax, VA
Jodene Gibbs
Reston, VA
Avigail Curry
Anchorage, AK

This content was compiled from the SEC and FINRA.

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