Trent
Von Ahsen

Commonwealth Financial Network

CRD#5362122
Investment Advisor
in San Diego, CA
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About this Advisor

Trent Von Ahsen is a certified financial planner based out of San Diego, California, who has 14 years of financial industry experience. Von Ahsen is on the advisory team at Commonwealth Financial Network. Throughout their career, they have worked at Thrivent Investment Management Ic, Thrivent Financial For Lutherans, The University Of Iowa, Lpl Financial, Univ. Of Iowa Credit Union and Commonwealth Financial Network. Von Ahsen holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in Iowa. Commonwealth Financial Network is a registered investment business based in San Diego, California. It has offices in 1,090 locations and a total of 3,200 financial advisors. It has $81 billion in total assets across its 335,560 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves 223 charitable organizations. Of its 335,560 customer accounts, just 3% belong to high-net-worth clients who have more than $1 million in investable assets. Commonwealth Financial Network provides a number of services, including 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. Fees charged by financial advisors are based on which service is provided. However, fees charged by Commonwealth Financial Network most likely include any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

14 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

110 West A Street Suite 1800 (18Th Floor)
San Diego, CA 92101

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$80,973,209,717

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

3,200

CA Average: 118
Total Number of Accounts

335,560

CA Average: 4,567
Average Account Size

$241,308

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

Trent Von Ahsen Work History

Trent has 14 years of experience.

2014 - Present (5 years)

Commonwealth Financial Network

2010 - 2014 (4 years)

Lpl Financial

2010 - Present (9 years)

Univ. Of Iowa Credit Union

2009 - 2010 (1 years)

Thrivent Investment Management Ic

2007 - 2010 (3 years)

Thrivent Financial For Lutherans

2004 - 2009 (5 years)

The University Of Iowa

Disclosures

Trent Von Ahsen has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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