Commonwealth Financial Network
About this Advisor
Kelly Ronimus is a financial advisor who is based out of Coronado, California. Currently a registered advisor with Commonwealth Financial Network, they have gathered 10 years of professional experience as a registered investment advisor. Ronimus maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative. Ronimus can work with clients based out of California. Ronimus has gained experience at Commonwealth Financial Network, Ucla and Sydney. Commonwealth Financial Network is headquartered in Coronado, California, and has 1,090 other locations throughout the nation. In total, Commonwealth Financial Network oversees $111 billion in assets across 436,517 client accounts and employs more than 3,400 people. The level of assets currently under the firm's management makes it one of the largest investment advisory firms in the United States. The firm manages 426,927 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 4% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. Commonwealth Financial Network provides 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's fees may include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Commonwealth Financial Network Brokerage Details
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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
Kelly Ronimus Work History
Kelly has 10 years of experience.
Commonwealth Financial Network
Kelly Ronimus has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Commonwealth Financial Network
Salt Lake City, UT
San Diego, CA
West Springfield, MA
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.