Norman
Grant

Commonwealth Financial Network

CRD#5268436
Investment Advisor
in Overland Park, KS

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About this Advisor

Norman Grant is a financial advisor who works in Overland Park, Kansas, with 1 year of relevant experience. Grant is currently employed by Commonwealth Financial Network. Throughout their career, they have worked at Moore Home Health Care, Edward Jones, Grant Investment Group, Black Box Options, New Day Meadow Lane, A New Day At Home Sunflower House, A New Day Holdings, Commonwealth Financial Network and Grant Capital. Grant holds Series 65 and Series 66 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 business operating out of Waltham, MA. The investment advisory business has offices in 1,759 locations and a total of 4,300 employees. It manages $146 billion in assets across its 585,629 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 2,108 charitable organizations. Of its 585,629 accounts, just 4% are held by high-net-worth individuals who have greater than $1 million in investable assets. Commonwealth Financial Network performs 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 typically depend on the type of financial services. However, fee types billed by Commonwealth Financial Network likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 65, Series 66

Years Registered*

1 year

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

Office Location

7101 College Boulevard Suite 880
Overland Park, KS 66210

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$146,387,007,862

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

4,300

KS Average: 118
Total Number of Accounts

585,629

KS Average: 4,567
Average Account Size

$249,965

KS Average: $3,506,186

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

Norman Grant Work History

Norman has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Commonwealth Financial Network

2022 - Present (2 years)

Grant Capital

2015 - 2022 (7 years)

Edward Jones

2014 - 2015 (1 year)

New Day Meadow Lane

2013 - 2015 (2 years)

Black Box Options

2013 - 2014 (1 year)

A New Day At Home Sunflower House

2012 - 2022 (10 years)

A New Day Holdings

2011 - 2015 (4 years)

Moore Home Health Care

2003 - 2015 (12 years)

Grant Investment Group

*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 Norman Grant 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

Fred Scheffner
Salt Lake City, UT
Blake Asbury
Alpharetta, GA
Tyler Price
Kennewick, WA
Peter Leonczyk
Ludlow, MA
Laura Clem
San Diego, CA
Garrett Forsberg
Plymouth, MA
Samuel Rich
Waltham, MA
John Cronin
East Syracuse, NY

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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