Joel
Ouellette

Commonwealth Financial Network

CRD#6972841
Investment Advisor
in Falmouth, ME

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About this Advisor

Joel Ouellette is a financial advisor operating in Falmouth, Maine, with a total of 10 years in the industry. Ouellette is on the advisory team at Commonwealth Financial Network. Over the course of their career, they have held roles at Rogue Industries, Council On International Educational Exchange, Lycee St. Exupery, Back Cove Financial and Commonwealth Financial Network. Ouellette maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Maine. Commonwealth Financial Network is a registered investment company that has its headquarters in Falmouth, Maine. It has offices in 1,090 locations and a total of 3,400 people on staff. It administers $111 billion in assets among its 436,517 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides services to 277 charitable organizations. Of its 436,517 customer accounts, just 4% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Commonwealth Financial Network provides 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 management fees depend on which services the firm provides the client. However, fees charged by Commonwealth Financial Network can include some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

10 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

56 Depot Road
Falmouth, ME 04105

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$111,440,393,319

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

3,400

ME Average: 118
Total Number of Accounts

436,517

ME Average: 4,567
Average Account Size

$255,295

ME 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

Joel Ouellette Work History

Joel has 10 years of experience.

2018 - Present (3 years)

Commonwealth Financial Network

2018 - 2019 (1 year)

Back Cove Financial

2015 - 2018 (3 years)

Rogue Industries

2011 - 2015 (4 years)

Council On International Educational Exchange

2010 - 2011 (1 year)

Lycee St. Exupery

Disclosures

Joel Ouellette has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
William Gallagher
Wilmington, DE
Gregory Frank
Reading, PA
Andrew Miner
Waltham, MA
Ryan Sant
Lynnwood, WA
Kelly Ronimus
Coronado, CA
Patricia Shyman
Phoenix, AZ
Adam Hammer
Lockport, NY

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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