Camille
Smith

Commonwealth Financial Network

CRD#5403550
Investment Advisor
in Minneapolis, MN

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About this Advisor

Camille Smith is a financial advisor based in Minneapolis, Minnesota, working with Commonwealth Financial Network. Camille has previously held positions at Minnesota Life Insurance Company, North Star Consultants, Inc, Securian Financial Services, Inc, Cri Securities, LLC, Integrated Equity Management, Inc, Revive Consulting, Quixotic Properties, LLC, and Commonwealth Financial Network. Camille has passed the Series 66 regulatory exam and is registered to provide services in Florida and Minnesota. Currently, Camille is part of Commonwealth Financial Network, which operates out of Minneapolis, Minnesota. 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 66

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

8009 34Th Ave S Suite 1550
Minneapolis, MN 55425

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$177,031,841,416

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

4,500

MN Average: 118
Total Number of Accounts

623,075

MN Average: 4,567
Average Account Size

$284,126

MN 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

Camille Smith Work History

2018 - Present (7 years)

Commonwealth Financial Network

2017 - Present (8 years)

Integrated Equity Management, Inc

2016 - Present (9 years)

Revive Consulting

2016 - Present (9 years)

Quixotic Properties, LLC

2017 - 2017 (< 1 year)

Securian Financial Services, Inc

2017 - 2018 (1 year)

Securian Financial Services, Inc

2017 - 2018 (1 year)

Cri Securities, LLC

2014 - 2016 (2 years)

North Star Consultants, Inc

2014 - 2016 (2 years)

Securian Financial Services, Inc

2014 - 2016 (2 years)

Cri Securities, LLC

2007 - 2014 (7 years)

Minnesota Life Insurance Company

2007 - 2014 (7 years)

North Star Consultants, Inc

2007 - 2014 (7 years)

Securian Financial Services, Inc

2007 - 2014 (7 years)

Cri Securities, LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Camille Smith 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

John Macdougall
Northfield, MA
Melanie Migneault
Keene, NH
Graham Vanhorn
Sioux Falls, SD
Jeffrey Brannon
Saint Paul, MN
Derenig Kostikian
Waltham, MA
Kelly Moise
Huntsville, AL
Jason Young
Columbiana, OH
Erin Sweitzer
Phoenix, AZ

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

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