Edward
Wildermuth
Commonwealth Financial Network
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About this Advisor
Edward Wildermuth is a certified financial planner and chartered financial consultant based in Carmel, Indiana, with 3 years of relevant experience. Wildermuth is currently employed by Commonwealth Financial Network. Wildermuth has gained experience at New York Life Ins Co, Nylife Securities LLC, Eagle Strategies LLC, Clear Financial Strategies, Mass Mutual Life Insurance Company, Mml Investors Services, Commonwealth Financial Network and Innovative Financial Solutions. Wildermuth maintains Series 66 and Series 63 licenses, qualifying them as a securities broker, and is registered to advise clients in Indiana. Commonwealth Financial Network is a financial advisory business operating out of Waltham, MA. It has offices in 1,759 locations and a total of 4,300 advisors. It oversees $146 billion in assets under management between its 585,629 customer accounts, making it one of the largest investment 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 clients who have at least $1 million in investable assets. Commonwealth Financial Network performs 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 fee schedules typically are based on which service is offered. Fees billed by Commonwealth Financial Network likely include any combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Commonwealth Financial Network Brokerage Details
$146,387,007,862
4,300
585,629
$249,965
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
Edward Wildermuth Work History
Edward has been registered as a financial advisor for 3 years.*
Commonwealth Financial Network
Innovative Financial Solutions
Mass Mutual Life Insurance Company
Mml Investors Services
Clear Financial Strategies
Eagle Strategies LLC
Nylife Securities LLC
New York Life Ins Co
*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 Edward Wildermuth to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Waltham, MA
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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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