Kelly
Braun
Commonwealth Financial Network
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About this Advisor
Kelly Braun is a financial advisor based in Coronado, California, working with Commonwealth Financial Network. Kelly has previously held positions at Commonwealth Financial Network and Sydney and Manning Wealth Management. Kelly has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Kelly is part of Commonwealth Financial Network, which operates out of Coronado, California. The firm has 1,613 offices and 4,500 employees. The firm manages assets totaling $177.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Commonwealth Financial Network includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Commonwealth Financial Network Brokerage Details
$177,031,841,416
4,500
623,075
$284,126
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
Kelly Braun Work History
Commonwealth Financial Network
Manning Wealth Management
Sydney
Disclosures
Please visit the SEC profile of Kelly Braun to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Commonwealth Financial Network
Northfield, MA
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New York, NY
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Glastonbury, CT
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West Chester, PA
Charlottesville, VA
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