Daniel
Porter

Commonwealth Financial Network

CRD#2072754
Investment Advisor
in West Des Moines, IA
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About this Advisor

Daniel Porter is a certified financial planner whose office is in West Des Moines, Iowa. Currently a registered advisor with Commonwealth Financial Network, Porter has an impressive 25 years of work experience. Porter holds a Series 63 license, designating them as a securities agent. Porter is able to operate based out of Iowa. The advisor has gained experience at Fsc Securities Corporation and Commonwealth Financial Network. Commonwealth Financial Network is based out of West Des Moines, Iowa, and has 1,090 other offices in the nation. In total, Commonwealth Financial Network manages $81 billion in assets dispersed across 335,560 accounts and employs more than 3,200 people. The level of assets currently under the firm's management places it among the biggest firms in the country. The firm manages 328,891 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 3% of the advisory firm's clients are high-net-worth individuals, meaning they have over $1 million in capital. Commonwealth Financial Network offers 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 firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

25 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

3737 Woodland Avenue Suite 630
West Des Moines, IA 50266

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$85,214,650,650

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

3,350

IA Average: 118
Total Number of Accounts

388,288

IA Average: 4,567
Average Account Size

$219,462

IA 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

Daniel Porter Work History

Daniel has 25 years of experience.

2016 - Present (3 years)

Commonwealth Financial Network

1993 - 2016 (23 years)

Fsc Securities Corporation

Disclosures

Daniel Porter has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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