Conor
Boffeli
Commonwealth Financial Network
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About this Advisor
Conor Boffeli is a financial advisor based in West Des Moines, Iowa, working with Commonwealth Financial Network. Conor has previously held positions at Northwestern Mutual Investment Services LLC, Houston Texans, Chicago Bears, Cleveland Browns, Edward Mcgill, Northwestern Mutual Wealth Management Company, Mcgill Junge Wealth Management, Principal Life Insurance Company, Principal Securities Inc, Bral Niedert Wealth Advisors, and Commonwealth Financial Network. Conor has passed the Series 63 regulatory exam and is registered to provide services in Iowa. Currently, Conor is part of Commonwealth Financial Network, which operates out of West Des Moines, Iowa. 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
Conor Boffeli Work History
Commonwealth Financial Network
Bral Niedert Wealth Advisors
Principal Life Insurance Company
Principal Securities Inc
Northwestern Mutual Wealth Management Company
Northwestern Mutual Investment Services LLC
Edward Mcgill
Edward Mcgill
Mcgill Junge Wealth Management
Cleveland Browns
Houston Texans
Chicago Bears
Disclosures
Please visit the SEC profile of Conor Boffeli 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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