Joshua
Cannata

Commonwealth Financial Network

CRD#6739432
Investment Advisor
in Roselle, IL

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About this Advisor

Joshua Cannata is a financial advisor working in Roselle, Illinois, who has been in the financial industry for 11 years. Cannata is on the advisory team at Commonwealth Financial Network. Throughout their career, they have worked at Columbia College Chicago, Lincoln Hall and Commonwealth Financial Network. Cannata has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in Illinois. Commonwealth Financial Network is an advisory firm based in Roselle, Illinois. It has offices in 1,275 locations and a total of 4,000 employees. It administers $162 billion in assets across its 540,172 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 432 charitable organizations. Of its 540,172 client accounts, just 10% belong to high-net-worth individuals who have at least $1 million in assets. Commonwealth Financial Network provides a number of services, including 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. A financial advisor's fees largely depend on the services. Fees billed by Commonwealth Financial Network most likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

11 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

25 E. Main Street Suite 202
Roselle, IL 60172

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$161,852,722,626

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

4,000

IL Average: 118
Total Number of Accounts

540,172

IL Average: 4,567
Average Account Size

$299,632

IL 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

Joshua Cannata Work History

Joshua has 11 years of experience.

2016 - Present (6 years)

Commonwealth Financial Network

2011 - Present (11 years)

Columbia College Chicago

2014 - 2016 (2 years)

Lincoln Hall

Disclosures

Joshua Cannata has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Michael Hannon
Glastonbury, CT
Jennifer Cooke
Glastonbury, CT
Stephen Gingerella
Waltham, MA
Jerod Ensz
Rapid City, SD
Charles Mckelvey
Bethlehem, PA
Joseph Denardo
Pittsburgh, PA
Brendan Speers
Plymouth Meeting, PA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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