Michael
Ball

Commonwealth Financial Network

CRD#5898111
Investment Advisor
in Overland Park, KS

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About this Advisor

Michael Ball is an advisor whose office is in Overland Park, Kansas. Currently an advisor with Commonwealth Financial Network, Ball has 10 years of practice in the financial advisory industry. Ball has a Series 66 license, which certifies them as both a securities agent and an investment advisor representative. Ball can operate in Kansas and Missouri. Ball has gained experience at Sunset Financial Services, Executive Financial Partners, Rehab Care Group, Benchmark Financial Group, Client One Securities, LLC, Summit Wealth Advisors and Commonwealth Financial Network. Commonwealth Financial Network is headquartered in Overland Park, Kansas, and has 1,090 other offices in the country. Overall, Commonwealth Financial Network oversees $85 billion in assets across 388,288 accounts and employs more than 3,350 people. The level of assets currently under the firm's management places it among the biggest firms in the nation. The firm manages 379,505 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 3% of the investment firm's investors are high-net-worth individuals, meaning they have over $1 million in assets. Commonwealth Financial Network offers 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 may charge clients 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

Michael Ball Work History

Michael has 11 years of experience.

2015 - Present (5 years)

Summit Wealth Advisors

2015 - Present (5 years)

Commonwealth Financial Network

2013 - 2015 (2 years)

Client One Securities, LLC

2011 - 2012 (1 year)

Sunset Financial Services

2011 - 2015 (4 years)

Benchmark Financial Group

2010 - 2010 (< 1 year)

Executive Financial Partners

2009 - 2010 (1 year)

Rehab Care Group

Disclosures

Michael Ball has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Joanne Mungall
San Jose, CA
Brian Beaulieu
Camden, ME
Daniel Flanagan
Framingham, MA
Charles Carter
Phoenix, AZ
Karen Tupitza
Fairfax, VA
Jodene Gibbs
Reston, VA
Brian Bean
Norfolk, VA

This content was compiled from the SEC and FINRA.

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