Jordan
Walling

Commonwealth Financial Network

CRD#7036634
Investment Advisor
in Duluth, MN

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About this Advisor

Jordan Walling is a financial advisor operating out of Duluth, Minnesota, with a total of 10 years of professional experience. Walling is currently employed by Commonwealth Financial Network. Over the course of their career, Walling has held roles at Wheeler Associates, Commonwealth Financial Network, Kelly Services, At&T Mobility, The College Of St Scholastica and Prosource Technologies. Walling holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Minnesota and Wisconsin. Commonwealth Financial Network is an advisory business that has its headquarters in Duluth, Minnesota. The firm has offices in 1,090 locations and a total of 3,400 people on staff. It controls $111 billion in total assets between its 436,517 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises 277 charities and foundations. Of its 436,517 accounts, just 4% are associated with high-net-worth individuals who have more than $1 million in assets. Commonwealth Financial Network performs a number 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 management fees vary depending on which services are provided. However, fee types billed by Commonwealth Financial Network likely consist of any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

10 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

324 W. Superior Street Suite 1000
Duluth, MN 55802

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$111,440,393,319

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

3,400

MN Average: 118
Total Number of Accounts

436,517

MN Average: 4,567
Average Account Size

$255,295

MN 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

Jordan Walling Work History

Jordan has 10 years of experience.

2018 - Present (3 years)

Wheeler Associates

2018 - Present (3 years)

Commonwealth Financial Network

2016 - 2018 (2 years)

Kelly Services

2013 - 2015 (2 years)

Prosource Technologies

2010 - 2013 (3 years)

At&T Mobility

2010 - 2012 (2 years)

The College Of St Scholastica

Disclosures

Jordan Walling has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Craig Castanos
San Diego, CA
Kris Maleski
Rockville, MD
Richard Lebranti
Burlington, MA
Christin Clohosey
Waltham, MA
David Fedor
West Springfield, MA
Mark Richard
Waltham, MA
Carl Watkins
Sarasota, FL

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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