Dana
Byquist

Commonwealth Financial Network

CRD#7081000
Investment Advisor
in Saint Louis, MO

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About this Advisor

Dana Byquist is a financial advisor based out of Saint Louis, Missouri with 4 years of relevant experience. Byquist currently works for Commonwealth Financial Network. Throughout their career, Byquist has worked at Triad Financial Group, Principia College, Longyear Museum and Commonwealth Financial Network. Byquist maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in Missouri. 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 financial advisors. It administers $146 billion in assets among its 585,629 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 2,108 charities and foundations. Of its 585,629 client accounts, just 4% are held by high-net-worth clients who have more than $1 million in assets. Commonwealth Financial Network offers a number of services, including 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. A financial advisor's fee schedules largely depend on which services are offered. However, fee types charged by Commonwealth Financial Network likely consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

4 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

Office Location

425 N. New Ballas Rd Suite 205 and 204
Saint Louis, MO 63141

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$146,387,007,862

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

4,300

MO Average: 118
Total Number of Accounts

585,629

MO Average: 4,567
Average Account Size

$249,965

MO 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

Dana Byquist Work History

Dana has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Triad Financial Group

2019 - Present (5 years)

Commonwealth Financial Network

2014 - 2018 (4 years)

Principia College

2013 - 2014 (1 year)

Longyear Museum

*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.

Disclosures

Please visit the SEC profile of Dana Byquist 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

Fred Scheffner
Salt Lake City, UT
Stephen Cefalu
Jacksonville, FL
Alejandro Biagiotti
Bedford, NH
Sviatlana Maslava
New York, NY
Stephanni Sharp
San Diego, CA
Sean Roche
Waltham, MA
Mark Kutzke
Rochester, MN
Tyler Price
Kennewick, WA

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 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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