Wendy
Namack

Commonwealth Financial Network

CRD#2744729
Investment Advisor
in North Port, FL

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About this Advisor

Wendy Namack is a certified financial planner working in North Port, Florida with a total of 14 years of relevant experience. Namack works at Commonwealth Financial Network. Their career trajectory has included roles at Commonwealth Financial Network and Namack Portfolio Investment Professionals, LLC. Namack has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Florida. Commonwealth Financial Network is a company operating out of Waltham, MA. The company has offices in 1,759 locations and a total of 4,300 people on staff. It oversees $146 billion in assets between its 585,629 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm serves 2,108 charities and foundations. Of its 585,629 accounts, just 4% are held by high-net-worth individuals who have at least $1 million in investable assets. The company provides a wide set 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. Fees charged by financial advisors usually depend on which services are offered. However, fee types billed by Commonwealth Financial Network can include any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

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

Office Location

14260 Tamiami Trail
North Port, FL 34287

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$146,387,007,862

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

4,300

FL Average: 118
Total Number of Accounts

585,629

FL Average: 4,567
Average Account Size

$249,965

FL 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

Wendy Namack Work History

Wendy has been registered as a financial advisor for 14 years.*

2009 - Present (15 years)

Commonwealth Financial Network

2009 - Present (15 years)

Namack Portfolio Investment Professionals, LLC

*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 Wendy Namack 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
Peter Leonczyk
Ludlow, MA
John Cronin
East Syracuse, NY
Mark Kutzke
Rochester, MN
Sviatlana Maslava
New York, NY
Stephen Cefalu
Jacksonville, FL
Stephanni Sharp
San Diego, CA
Samuel Rich
Waltham, MA

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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