Karl
Badey

Commonwealth Financial Network

CRD#6617588
Investment Advisor
in Manchester, CT

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About this Advisor

Karl Badey is an advisor located in Manchester, Connecticut. Currently an investment advisor at Commonwealth Financial Network, they have accumulated 10 years of work experience as a financial advisor. Badey has a Series 65 license, certifying the advisor as an investment advisor representative. Badey is able to work with clients in Connecticut. Badey has worked their entire career at Commonwealth Financial Network. Commonwealth Financial Network is located in Manchester, Connecticut, and operates out of 1,090 locations throughout the United States. As a company, Commonwealth Financial Network manages $111 billion in assets covering 436,517 client accounts and retains more than 3,400 people. The firm's total assets under management places it among the biggest financial advisory firms in the United States. The firm manages 426,927 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 4% of the advisor firm's customers are high-net-worth individuals, meaning they have more than $1 million in assets. Commonwealth Financial Network can provide 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 may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 65

Years of Experience

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

Disclosures

No

Office Location

160 Chapel Road Suite 301
Manchester, CT 06042

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$111,440,393,319

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

3,400

CT Average: 118
Total Number of Accounts

436,517

CT Average: 4,567
Average Account Size

$255,295

CT 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

Karl Badey Work History

Karl has 10 years of experience.

2010 - Present (12 years)

Montovani Murray Nemphos & Tierinni, LLC

Disclosures

Karl Badey has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Blake Stenzel
Great Falls, MT
Theodore Demers
Waltham, MA
Ray Massey
Newtown, PA
Ruth Hernandez
Scottsdale, AZ
Brian Mckinney
Columbia, MD
Joseph Edwins
Scottsdale, AZ

The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

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