Neil
Nowitzke

Commonwealth Financial Network

CRD#6226808
Investment Advisor
in Ann Arbor, MI

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About this Advisor

Neil Nowitzke is a financial advisor based in Ann Arbor, Michigan, working with Commonwealth Financial Network. Neil has previously held positions at Hantz Financial Services, Inc, Avantax Advisory Services, Wolverine Tax And Financial LLC, Commonwealth Financial Network, and Skua LLC. Neil has passed the Series 65 regulatory exam and is registered to provide services in Michigan. Currently, Neil is part of Commonwealth Financial Network, which operates out of Ann Arbor, Michigan. The firm has 1,613 offices and 4,500 employees. The firm manages assets totaling $177.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Commonwealth Financial Network includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 65

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

213 West Liberty Street Suite 110
Ann Arbor, MI 48104

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$177,031,841,416

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

4,500

MI Average: 118
Total Number of Accounts

623,075

MI Average: 4,567
Average Account Size

$284,126

MI 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

Neil Nowitzke Work History

2023 - Present (1 year)

Commonwealth Financial Network

2023 - Present (1 year)

Skua LLC

2022 - Present (2 years)

Wolverine Tax And Financial LLC

2023 - 2023 (< 1 year)

Avantax Advisory Services

2013 - 2022 (9 years)

Hantz Financial Services, Inc

Disclosures

Please visit the SEC profile of Neil Nowitzke 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

Melanie Migneault
Keene, NH
John Macdougall
Northfield, MA
Caleb Sams
Brentwood, TN
Thomas Keefer
Berwyn, PA
Allen Vitale
Rochester, NY
Casey Giraud
Allentown, PA
Paul Trinh
Washington, DC
John Mccann
Glastonbury, CT

The content in this profile was updated by SmartAsset on 6/19/2024. 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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