Commonwealth Financial Network
Answer a few questions and
get matched with an advisor.
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
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Commonwealth Financial Network Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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.
Viewpoint Financial Network
Confluence Financial Planning, LLC
Commonwealth Financial Network
Cynthia Meyers Cfp
Financial Telesis, Inc
Daniel Toman has no disclosures.
Please visit their SEC profile for more details.