Kelly
Watzka
Commonwealth Financial Network
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About this Advisor
Kelly Watzka is a financial advisor based in San Diego, California, working with Commonwealth Financial Network. Kelly has previously held positions at Associated Investment Services, Inc, Commonwealth Financial Network, and Pinnacle Private Wealth. Kelly has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Wisconsin. Currently, Kelly is part of Commonwealth Financial Network, which operates out of San Diego, 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 Watzka Work History
Commonwealth Financial Network
Pinnacle Private Wealth
Associated Investment Services, Inc
Disclosures
Please visit the SEC profile of Kelly Watzka to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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