Keith
Carpenter
Commonwealth Financial Network
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About this Advisor
Keith Carpenter is a financial advisor working in Overland Park, Kansas who has 17 years of relevant experience. Carpenter is an employee of Commonwealth Financial Network. Over the course of their career, they have held roles at Summit Wealth Advisors, LLC and Commonwealth Financial Network. Carpenter holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in Kansas. Commonwealth Financial Network is a registered investment company operating out of Waltham, MA. The company has offices in 1,759 locations and a total of 4,300 financial advisors. It oversees $146 billion in total assets between its 585,629 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm serves 2,108 charities and foundations. Of its 585,629 customer accounts, just 4% are associated with high-net-worth clients who have at least $1 million in investable assets. Commonwealth Financial Network offers a number 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. Financial advisory fees largely vary depending on the financial services provided. However, fee types billed by Commonwealth Financial Network most likely include 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
Keith Carpenter Work History
Keith has been registered as a financial advisor for 17 years.*
Summit Wealth Advisors, LLC
Commonwealth Financial Network
*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 Keith Carpenter to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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