Commonwealth Financial Network
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About this Advisor
Brent Caswell is a financial advisor who works in Overland Park, Kansas, with 10 years of experience as a financial advisor. Caswell works at Commonwealth Financial Network. Their career trajectory has included roles at Edward Jones, Caswell & Associates Consulting LLC, U.S. Bancorp Investments, Inc and Commonwealth Financial Network. Caswell has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Missouri. Commonwealth Financial Network is a financial advisory company based out of Overland Park, Kansas. The investment advisory business has offices in 1,090 locations and a total of 3,350 employees. It administers $85 billion in total assets across its 388,288 client accounts, placing it among the largest firms in the nation by assets under management. The firm serves 259 charitable organizations. Of its 388,288 client accounts, just 3% belong to high-net-worth clients who have at least $1 million in assets available to invest. Commonwealth Financial Network provides a diverse set 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 charged by financial advisors usually depend on which services are offered. Fee types billed by Commonwealth Financial Network likely consist of some blend of 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
Brent Caswell Work History
Brent has 11 years of experience.
Commonwealth Financial Network
U.S. Bancorp Investments, Inc
Caswell & Associates Consulting LLC
Brent Caswell has no disclosures.
Please visit their SEC profile for more details.
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