Donald
Click
Commonwealth Financial Network
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About this Advisor
Donald Click is a financial advisor based in Glenwood Springs, Colorado, working with Commonwealth Financial Network. Donald has previously held positions at Don Click Insurance Agency, Resource Financial Planning Corporation, Commonwealth Financial Network, and Resource Financial Planning Corp. Donald has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado. Currently, Donald is part of Commonwealth Financial Network, which operates out of Glenwood Springs, Colorado. 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
Donald Click Work History
Commonwealth Financial Network
Commonweatlh Financial Network
Resource Financial Planning Corp
Resource Financial Planning Corporation
Don Click Insurance Agency
Disclosures
Please visit the SEC profile of Donald Click 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
Keene, NH
Northfield, MA
Mount Pleasant, SC
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Natick, MA
Englewood, CO
Wilmington, NC
San Diego, CA
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