Steven
Grogan

Commonwealth Financial Network

CRD#5729425
Investment Advisor
in Utica, MI

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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

Series 63, 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

51863 Schoenherr Road Suite 102
Utica, MI 48315

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$111,440,393,319

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

3,400

MI Average: 118
Total Number of Accounts

436,517

MI Average: 4,567
Average Account Size

$255,295

MI 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

Steven Grogan Work History

Steven has 11 years of experience.

2018 - Present (3 years)

Commonwealth Financial Network

2015 - 2018 (3 years)

Sii

2010 - 2015 (5 years)

Mml Investor Services Inc

2009 - 2015 (6 years)

Massmutual Life Insurance Company

Disclosures

Steven Grogan has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Michael Oberdorf
Sea Girt, NJ
Charles Carter
Phoenix, AZ
Candice Jones
Sausalito, CA
Ryan Dignum
Fort Worth, TX
Adam Smetzer
Dublin, OH
Amy Palmer
San Diego, CA

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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