Brandon
Luke

Commonwealth Financial Network

CRD#5727286
Investment Advisor
in Kahului, HI

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About this Advisor

Brandon Luke is a financial advisor who works out of Kahului, Hawaii, with 10 years of work experience. Luke works at Commonwealth Financial Network. Luke has gained experience at Sabbatical and Commonwealth Financial. Luke maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in Hawaii. Commonwealth Financial Network is a financial advisory business headquartered in Kahului, Hawaii. The company has offices in 1,090 locations and a total of 3,200 employees. It administers $81 billion in total assets among its 335,560 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 223 charities and foundations. Of its 335,560 accounts, just 3% belong to high-net-worth clients who have more than $1 million in investable assets. The company provides a number 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 for financial management usually depend on the type of financial services offered. However, fees charged by Commonwealth Financial Network most likely consist of any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

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

360 Hoohana Street Suite 206
Kahului, HI 96732

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$85,214,650,650

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

3,350

HI Average: 118
Total Number of Accounts

388,288

HI Average: 4,567
Average Account Size

$219,462

HI 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

Brandon Luke Work History

Brandon has 10 years of experience.

2010 - Present (10 years)

Commonwealth Financial

2008 - 2010 (2 years)

Sabbatical

Disclosures

Brandon Luke has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Michael Ball
Overland Park, KS
Alisha Butterfield
Rapid City, SD
Brandon Luke
Kahului, HI
Kyle Hagan-Collins
Warwick, RI
Alexander Bartholomew
Worcester, MA
Thomas Muscato
Pittsford, NY
Brooke Fleming
Westborough, MA
Brent Caswell
Overland Park, KS

This content was compiled from the SEC and FINRA.

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