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 in Kahului, Hawaii, who has 11 years of professional experience. Luke is currently employed by Commonwealth Financial Network. Throughout their career, they have worked at Sabbatical and Commonwealth Financial. Luke holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Hawaii. Commonwealth Financial Network is a financial advisory firm headquartered in Kahului, Hawaii. The company has offices in 1,090 locations and a total of 3,350 financial advisors. It controls $85 billion in total assets between its 388,288 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves 259 charitable organizations. Of its 388,288 client accounts, just 3% are associated with high-net-worth individuals who have at least $1 million in investable assets. The business has 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. Financial management fees usually are based on the type of services provided. Fee types charged by Commonwealth Financial Network likely consist of some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

12 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 12 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

Fred Scheffner
Salt Lake City, UT
Joseph Gugino
Waltham, MA
Jodene Gibbs
Reston, VA
Karen Tupitza
Fairfax, VA
Brendan Stringer
Arlington, VA
Daniel Flanagan
Framingham, MA
Charles Carter
Phoenix, AZ
Ryan Sant
Lynnwood, WA

This content was compiled from the SEC and FINRA.

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