Brian
Francis
Commonwealth Financial Network
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About this Advisor
Brian Francis is a certified financial planner who works in Overland Park, Kansas who has 4 years of relevant experience. Francis is an employee of Commonwealth Financial Network. Their career trajectory has included roles at Cramer Capital Management, Bf Contracting, Gadgetco, LLC, Oppemheimer & Co. Inc, Cetera Advisors, LLC, Prosperity Network Of Advisors LLC, Brewtop Pub & Patio, Infinitas and Commonwealth Financial Network. Francis holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Kansas. Commonwealth Financial Network is an advisory business operating out of Waltham, MA. The firm has offices in 1,759 locations and a total of 4,300 advisors. It manages $146 billion in assets among its 585,629 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 2,108 charities and foundations. Of its 585,629 customer accounts, just 4% belong to high-net-worth clients who have more than $1 million in assets available to invest. Commonwealth Financial Network offers a number 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. Fees for financial advice are based on which services the firm provides the client. Fees billed by Commonwealth Financial Network most likely consist of any combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Commonwealth Financial Network Brokerage Details
$146,387,007,862
4,300
585,629
$249,965
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
Brian Francis Work History
Brian has been registered as a financial advisor for 4 years.*
Commonwealth Financial Network
Infinitas
Infinitas
Commonwealth Financial Network
Cetera Advisors, LLC
Prosperity Network Of Advisors LLC
Oppemheimer & Co. Inc
Cramer Capital Management
Brewtop Pub & Patio
Bf Contracting
Gadgetco, LLC
*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 Brian Francis 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
Salt Lake City, UT
San Diego, CA
Rochester, MN
East Syracuse, NY
Bedford, NH
Waltham, MA
New York, NY
Kennewick, WA
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
