Laura
Munkel

Commonwealth Financial Network

CRD#6571102
Investment Advisor
in West Des Moines, IA

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About this Advisor

Laura Munkel is a financial advisor working out of West Des Moines, Iowa who has 1 year of industry experience. Munkel is currently employed by Commonwealth Financial Network. Throughout their career, they have worked at Decorah High School, Drake University, Decorah Parks And Recreation, Principal Life Insurance Company, Principal Securities Inc, Principal Life Insurance Co, Bral Niedert Private Wealth Advisors and Commonwealth Financial Network. Munkel maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in Iowa. Commonwealth Financial Network is a registered investment business operating out of Waltham, MA. It 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 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 2,108 charitable organizations. Of its 585,629 accounts, just 4% belong to high-net-worth investors who have greater than $1 million in investable assets. The business provides a broad assortment 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. A financial advisor's fees largely are based on which services the firm provides the client. Fee types charged by Commonwealth Financial Network may include some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

6701 Westown Parkway Suite 260
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

Laura Munkel Work History

Laura has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Bral Niedert Private Wealth Advisors

2022 - Present (2 years)

Commonwealth Financial Network

2018 - 2022 (4 years)

Principal Securities Inc

2018 - 2022 (4 years)

Principal Life Insurance Co

2015 - 2015 (< 1 year)

Decorah Parks And Recreation

2015 - 2018 (3 years)

Principal Life Insurance Company

2014 - 2017 (3 years)

Drake University

2013 - 2013 (< 1 year)

Decorah Parks And Recreation

2010 - 2014 (4 years)

Decorah High School

*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 Laura Munkel 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
Brandon Wolk
Pittsford, NY
Jason Wright
Saint George, UT
Laura Clem
San Diego, CA
Blake Asbury
Alpharetta, GA
Seth Penney
Iowa City, IA
Alex Rusinowitz
Garden City, NY
Peter Leonczyk
Ludlow, MA

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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