Heidi
Detmer

Commonwealth Financial Network

CRD#5575251
Investment Advisor
in Twin Falls, ID

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About this Advisor

Heidi Detmer is a financial advisor based in Twin Falls, Idaho, working with Commonwealth Financial Network. Heidi has previously held positions at Capricorn Financial Strategies and Commonwealth Financial Network. Heidi has passed the Series 66 regulatory exam and is registered to provide services in Idaho. Currently, Heidi is part of Commonwealth Financial Network, which operates out of Twin Falls, Idaho. The firm has 1,613 offices and 4,500 employees. The firm manages assets totaling $177.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Commonwealth Financial Network includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 66

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

1426 Addison Ave. East Suite B
Twin Falls, ID 83301

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$177,031,841,416

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

4,500

ID Average: 118
Total Number of Accounts

623,075

ID Average: 4,567
Average Account Size

$284,126

ID 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

Heidi Detmer Work History

2012 - Present (12 years)

Capricorn Financial Strategies

2012 - Present (12 years)

Commonwealth Financial Network

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Heidi Detmer 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

Melanie Migneault
Keene, NH
John Macdougall
Northfield, MA
Luke Schroeder
Tempe, AZ
Michael Williams
Dallas, TX
Roan Sullivan
Old Saybrook, CT
Ryan Sokolowski
Ludlow, MA
Danielle Auriemma
San Diego, CA
Renee Bilodeau
Glastonbury, CT

The content in this profile was updated by SmartAsset on 6/19/2024. 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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