Gregory
Hefner

Commonwealth Financial Network

CRD#6079413
Investment Advisor
in West Des Moines, IA

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About this Advisor

Gregory Hefner is a financial advisor operating in West Des Moines, Iowa, who has 7 years of relevant experience. Hefner is on the advisory team at Commonwealth Financial Network. Throughout their career, Hefner has worked at Commonwealth Financial Network and Hefner Financial. Hefner holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Iowa. Commonwealth Financial Network is an advisory company based in Waltham, MA. The company has offices in 1,759 locations and a total of 4,300 financial advisors. It administers $146 billion in assets under management across its 585,629 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides services to 2,108 charities and foundations. Of its 585,629 client accounts, just 4% are associated with high-net-worth individuals who have at least $1 million in assets. The company has a diverse array of services, such as 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. Financial advisory fees typically vary depending on the services provided. However, fees charged by Commonwealth Financial Network may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

7 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

Office Location

1415 28Th Street Suite 335
West Des Moines, IA 50266

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$146,387,007,862

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

4,300

IA Average: 118
Total Number of Accounts

585,629

IA Average: 4,567
Average Account Size

$249,965

IA Average: $3,506,186

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

Gregory Hefner Work History

Gregory has been registered as a financial advisor for 7 years.*

2012 - Present (12 years)

Commonwealth Financial Network

2012 - Present (12 years)

Hefner Financial

*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 Gregory Hefner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Alex Rusinowitz
Garden City, NY
Samuel Rich
Waltham, MA
John Cronin
East Syracuse, NY
Peter Leonczyk
Ludlow, MA
Jason Wright
Saint George, UT
Sean Roche
Waltham, MA
Stephanni Sharp
San Diego, CA

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

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