Talbot
Millar

Commonwealth Financial Network

CRD#7218490
Investment Advisor
in Saint Cloud, MN

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About this Advisor

Talbot Millar is a financial advisor based in Saint Cloud, Minnesota, working with Commonwealth Financial Network. Talbot has previously held positions at Gb & Company, The Children's Place, University Commons, Degraaf Financial, and Full Time Education. Talbot has passed the Series 65 regulatory exam and is registered to provide services in Minnesota. Currently, Talbot is part of Commonwealth Financial Network, which operates out of Saint Cloud, 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 65

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

215 Park Avenue South Suite 100
Saint Cloud, MN 56301

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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

Talbot Millar Work History

2024 - Present (0 year)

Degraaf Financial

2020 - Present (4 years)

Degraaf Financial

2015 - 2015 (< 1 year)

University Commons

2014 - 2021 (7 years)

Gb & Company

2013 - 2014 (1 year)

The Children'S Place

2011 - 2017 (6 years)

Full Time Education

Disclosures

Please visit the SEC profile of Talbot Millar 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

Melanie Migneault
Keene, NH
John Macdougall
Northfield, MA
Jill Israel
Westerville, OH
Michael Zirbel
Riverton, WY
Constance King
Plymouth Meeting, PA
Derenig Kostikian
Waltham, MA
Michael Williams
Dallas, TX
Ryan Sokolowski
Ludlow, MA

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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