Ian
Essling
Commonwealth Financial Network
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About this Advisor
Ian Essling is a financial advisor based in Bloomington, Indiana, working with Commonwealth Financial Network. Ian has previously held positions at Msi Financial Services, Inc, Ifs Planning Strategies, LLC, New England Securities, Mml Investors Services, LLC, Commonwealth Financial Network, and Innovative Financial Solutions, Inc. Ian has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Indiana. Currently, Ian is part of Commonwealth Financial Network, which operates out of Bloomington, Indiana. 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
Services Offered
Fee Structure
Office Location
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Commonwealth Financial Network Brokerage Details
$177,031,841,416
4,500
623,075
$284,126
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
Ian Essling Work History
Commonwealth Financial Network
Innovative Financial Solutions, Inc
Mml Investors Services, LLC
Msi Financial Services, Inc
Ifs Planning Strategies, LLC
New England Securities
Disclosures
Please visit the SEC profile of Ian Essling 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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