Commonwealth Financial Network
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About this Advisor
Daniel Johnson is a financial advisor who works out of Cambridge, Minnesota with 8 years of industry experience. Johnson works at Commonwealth Financial Network. Throughout their career, Johnson has worked at Newton Financial Solutions, LLC and Commonwealth Financial Network. Johnson holds Series 63 and Series 66 licenses, certifying them as a securities broker, and is able to serve investors in Minnesota. Commonwealth Financial Network is a financial advisory firm that has its headquarters in Waltham, MA. The firm has offices in 1,759 locations and a total of 4,300 advisors. It administers $146 billion in assets across its 585,629 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 2,108 charities and foundations. Of its 585,629 customer accounts, just 4% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Commonwealth Financial Network offers a wide set of services, such as 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 advisory fee schedules usually vary depending on which service is offered. However, fee types charged by Commonwealth Financial Network likely include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
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Commonwealth Financial Network Brokerage Details
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
Daniel Johnson Work History
Daniel has been registered as a financial advisor for 8 years.*
Newton Financial Solutions, LLC
Commonwealth Financial Network
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of Daniel Johnson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. 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 firstname.lastname@example.org.
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