Daniel
Toman

Commonwealth Financial Network

CRD#4602398
Investment Advisor
in Sacramento, CA
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About this Advisor

Daniel Toman is a certified financial planner based in Sacramento, California. Currently a registered financial advisor at Commonwealth Financial Network, Toman has 10 years of professional experience in the financial advisory industry. Toman has a Series 63 license, designating them as a securities agent. Toman is able to serve clients based out of California. The advisor has gained experience at Financial Telesis, Inc, Commonwealth Financial Network, Viewpoint Financial Network, Cynthia Meyers Cfp and Confluence Financial Planning, LLC. Commonwealth Financial Network is located in Sacramento, California, and has 1,090 additional offices in the country. Overall, Commonwealth Financial Network oversees $81 billion in assets throughout 335,560 accounts and retains more than 3,200 people. The firm's total assets under management places it among the biggest investment advisory firms in the nation. The firm manages 328,891 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 3% 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 may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, 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

601 University Avenue Suite 265
Sacramento, CA 95825

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$85,214,650,650

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

3,350

CA Average: 118
Total Number of Accounts

388,288

CA Average: 4,567
Average Account Size

$219,462

CA 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

Daniel Toman Work History

Daniel has 10 years of experience.

2018 - Present (1 years)

Viewpoint Financial Network

2018 - Present (1 years)

Confluence Financial Planning, LLC

2014 - Present (5 years)

Commonwealth Financial Network

2014 - 2018 (4 years)

Cynthia Meyers Cfp

2008 - 2014 (6 years)

Financial Telesis, Inc

Disclosures

Daniel Toman has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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