Shelby
Trinkino

Commonwealth Financial Network

CRD#1316120
Investment Advisor
in Littleton, CO

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About this Advisor

Shelby Trinkino is a certified financial planner working in Littleton, Colorado with 10 years of industry experience. Trinkino is on the advisory team at Commonwealth Financial Network. Throughout their career, they have worked at Commonwealth Financial Network and Independent Wealth Strategies. Trinkino has Series 63, Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in Colorado. Commonwealth Financial Network is an advisory company that has its headquarters in Waltham, MA. The firm has offices in 1,759 locations and a total of 4,300 employees. It handles $146 billion in assets under management among its 585,629 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides services to 2,108 charitable organizations. Of its 585,629 accounts, just 4% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The advisory firm performs a broad array of services, such as 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. Financial management fees usually vary depending on which services the firm provides the client. Fee types billed by Commonwealth Financial Network most likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

10 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

Office Location

5601 South Broadway Boulevard Ste 404
Littleton, CO 80121-8040

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$146,387,007,862

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

4,300

CO Average: 118
Total Number of Accounts

585,629

CO Average: 4,567
Average Account Size

$249,965

CO Average: $3,506,186

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

Shelby Trinkino Work History

Shelby has been registered as a financial advisor for 10 years.*

2022 - Present (2 years)

Independent Wealth Strategies

2013 - Present (11 years)

Commonwealth Financial Network

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Shelby Trinkino 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

Fred Scheffner
Salt Lake City, UT
Laura Clem
San Diego, CA
Tyler Price
Kennewick, WA
Alejandro Biagiotti
Bedford, NH
Sean Roche
Waltham, MA
Jason Wright
Saint George, UT
John Cronin
East Syracuse, NY
Sviatlana Maslava
New York, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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