Michelle
Mahoney

Commonwealth Financial Network

CRD#4108738
Investment Advisor
in West Des Moines, IA
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About this Advisor

Michelle Mahoney is a certified financial planner who is based in West Des Moines, Iowa. Currently an advisor at Commonwealth Financial Network, Mahoney has 18 years of experience in the financial advisory industry. Mahoney has Series 63 and Series 66 licenses, designating them as a securities broker. Mahoney is able to serve investors based out of Iowa. The advisor has gained experience at Wells Fargo Investments, LLC, Securities America Inc, Unemployed/Homemaker, Commonwealth Financial Network and Generations Wealth Management. Commonwealth Financial Network is headquartered in West Des Moines, Iowa, and operates out of 1,090 additional brick-and-mortar locations in the country. In aggregate, Commonwealth Financial Network oversees $81 billion in assets across 335,560 accounts and retains more than 3,200 people. The firm's total assets under management places it among the largest firms in the United States. 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 advisor firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Commonwealth Financial Network can offer 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's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

18 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

505 Market Street Suite 100
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

Michelle Mahoney Work History

Michelle has 18 years of experience.

2011 - Present (8 years)

Commonwealth Financial Network

2011 - Present (8 years)

Generations Wealth Management

2009 - 2011 (2 years)

Securities America Inc

2009 - 2009 (< 1 year)

Unemployed/Homemaker

2000 - 2009 (9 years)

Wells Fargo Investments, LLC

Disclosures

Michelle Mahoney has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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