Commonwealth Financial Network
About this Advisor
Steven Grogan is an advisor who works in Utica, Michigan. Currently a registered advisor at Commonwealth Financial Network, Grogan has 11 years of experience in the financial advisory industry. Grogan has Series 63 and Series 66 licenses, certifying them as a securities broker. Grogan can act as an advisor based out of Michigan. Throughout their career, Grogan has worked at Massmutual Life Insurance Company, Mml Investor Services Inc, Sii and Commonwealth Financial Network. Commonwealth Financial Network is headquartered in Utica, Michigan, and operates out of 1,090 brick-and-mortar locations in the country. In total, Commonwealth Financial Network manages $111 billion in assets throughout 436,517 accounts and employs more than 3,400 people. The level of assets currently under the firm's management places it among the largest financial advisory firms in the United States. The firm manages 426,927 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 4% of the advisory firm's customers are high-net-worth individuals, meaning they have greater than $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
Years of Experience
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Commonwealth Financial Network Brokerage Details
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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
Steven Grogan Work History
Steven has 11 years of experience.
Commonwealth Financial Network
Mml Investor Services Inc
Massmutual Life Insurance Company
Steven Grogan has no disclosures.
Please visit their SEC profile for more details.
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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.