Joshua
Ervasti
Commonwealth Financial Network
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About this Advisor
Joshua Ervasti is a financial advisor who works in West Des Moines, Iowa with a total of 1 year of industry experience. Ervasti is currently employed by Commonwealth Financial Network. During their career, the advisor has held roles at Nylife Securities LLC, New York Life Insurance Co, 323 Financial Solutions, R2 Financial Strategies, Eagle Strategies LLC and Commonwealth Financial Network. Ervasti holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Iowa. Commonwealth Financial Network is an advisory company operating out of Waltham, MA. It has offices in 1,759 locations and a total of 4,300 employees. It has $146 billion in total assets between its 585,629 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises 2,108 charities and foundations. Of its 585,629 client accounts, just 4% are held by high-net-worth clients who have more than $1 million in assets. The business has a wide range 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. Fees for financial management usually vary depending on the type of services offered. Fee types charged by Commonwealth Financial Network likely are comprised of any blend 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
Joshua Ervasti Work History
Joshua has been registered as a financial advisor for 1 years.*
Commonwealth Financial Network
R2 Financial Strategies
Eagle Strategies LLC
323 Financial Solutions
Nylife Securities LLC
New York Life Insurance 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 Joshua Ervasti 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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San Diego, CA
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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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