Brent
Caswell

Commonwealth Financial Network

CRD#5753289
Investment Advisor
in Overland Park, KS

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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

Series 66

Years of Experience

11 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

10801 Mastin Boulevard Suite 370
Overland Park, KS 66210

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$85,214,650,650

KS Average: $16,012,751,954
Total Number of Employees

3,350

KS Average: 118
Total Number of Accounts

388,288

KS Average: 4,567
Average Account Size

$219,462

KS 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

Brent Caswell Work History

Brent has 11 years of experience.

2015 - Present (5 years)

Commonwealth Financial Network

2013 - 2015 (2 years)

U.S. Bancorp Investments, Inc

2010 - 2013 (3 years)

Edward Jones

2009 - 2010 (1 year)

Caswell & Associates Consulting LLC

Disclosures

Brent Caswell has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Joseph Gugino
Waltham, MA
Joanne Mungall
San Jose, CA
Avigail Curry
Anchorage, AK
Brian Beaulieu
Camden, ME
John Farrell
Waltham, MA
Karen Tupitza
Fairfax, VA
Ryan Sant
Lynnwood, WA

This content was compiled from the SEC and FINRA.

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