Anthony
Niedert

Commonwealth Financial Network

CRD#5297620
Investment Advisor
in West Des Moines, IA

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About this Advisor

Anthony Niedert is a financial advisor operating in West Des Moines, Iowa, with 1 year of relevant experience. Niedert is on the advisory team at Commonwealth Financial Network. Their career trajectory has included roles at Principal Securities Inc, Principal Life Insurance Company, Bral Niedert Private Wealth Advisors and Commonwealth Financial Network. Niedert holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Iowa. Commonwealth Financial Network is an advisory business that has its headquarters in Waltham, MA. The company has offices in 1,759 locations and a total of 4,300 people on staff. It handles $146 billion in assets under management between its 585,629 accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 2,108 charities and foundations. Of its 585,629 customer accounts, just 4% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Commonwealth Financial Network 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 fee schedules typically vary depending on which services the firm provides the client. Fee types billed by Commonwealth Financial Network may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

6701 Westown Parkway Suite 260
West Des Moines, IA 50266

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$146,387,007,862

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

4,300

IA Average: 118
Total Number of Accounts

585,629

IA Average: 4,567
Average Account Size

$249,965

IA 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

Anthony Niedert Work History

Anthony has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Commonwealth Financial Network

2015 - Present (9 years)

Bral Niedert Private Wealth Advisors

2007 - 2022 (15 years)

Principal Securities Inc

2007 - 2022 (15 years)

Principal Life Insurance Company

*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 Anthony Niedert 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
Alex Rusinowitz
Garden City, NY
Alejandro Biagiotti
Bedford, NH
Tyler Price
Kennewick, WA
Sean Roche
Waltham, MA
Jason Wright
Saint George, UT
Sviatlana Maslava
New York, NY
Mark Kutzke
Rochester, MN

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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