Commonwealth Financial Network
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
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Commonwealth Financial Network Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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.
Commonwealth Financial Network
The College Of St Scholastica
Jordan Walling has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Commonwealth Financial Network
Salt Lake City, UT
San Diego, CA
West Springfield, MA
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.