Commonwealth Financial Network
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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
Years of Experience
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Commonwealth Financial Network Brokerage Details
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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.
Commonwealth Financial Network
Generations Wealth Management
Securities America Inc
Wells Fargo Investments, LLC
Michelle Mahoney has no disclosures.
Please visit their SEC profile for more details.