Commonwealth Financial Network
About this Advisor
Dana Byquist is a financial advisor who works in Saint Louis, Missouri, who has been in the advisory business for 11 years. Byquist works at Commonwealth Financial Network. Byquist has gained experience at Triad Financial Group, Principia College, Longyear Museum, Camp Owatonna, Principia College Bookstore, Christian Science Massachusetts Avenue Reading Room, The Mary Baker Eddy Library and Commonwealth Financial Network. Byquist holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can operate in Missouri. Commonwealth Financial Network is a registered investment business operating in Saint Louis, Missouri. The company has offices in 1,090 locations and a total of 3,400 advisors. It handles $111 billion in assets under management across its 436,517 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm advises 277 charities and foundations. Of its 436,517 customer accounts, just 4% belong to high-net-worth clients who have at least $1 million in investable assets. The firm offers a broad range 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 fees usually vary depending on which services the firm provides the client. Fee types billed by Commonwealth Financial Network likely are comprised of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Commonwealth Financial Network Brokerage Details
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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
Dana Byquist Work History
Dana has 11 years of experience.
Triad Financial Group
Commonwealth Financial Network
Principia College Bookstore
Christian Science Massachusetts Avenue Reading Room
The Mary Baker Eddy Library
Dana Byquist has no disclosures.
Please visit their SEC profile for more details.
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