Dana
Byquist

Commonwealth Financial Network

CRD#7081000
Investment Advisor
in Saint Louis, MO

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

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

Series 66

Years of Experience

11 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

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

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

Total Assets Under Management

$111,440,393,319

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

3,400

MO Average: 118
Total Number of Accounts

436,517

MO Average: 4,567
Average Account Size

$255,295

MO Average: $3,506,186

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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.

2019 - Present (2 years)

Triad Financial Group

2019 - Present (2 years)

Commonwealth Financial Network

2014 - 2018 (4 years)

Principia College

2013 - 2014 (1 year)

Longyear Museum

2012 - 2012 (< 1 year)

Principia College

2012 - 2012 (< 1 year)

Camp Owatonna

2011 - 2012 (1 year)

Principia College Bookstore

2009 - 2011 (2 years)

Christian Science Massachusetts Avenue Reading Room

2009 - 2010 (1 year)

The Mary Baker Eddy Library

Disclosures

Dana Byquist has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Vanessa Jilot
Sausalito, CA
Brian Fisher
Womelsdorf, PA
Carl Watkins
Sarasota, FL
Kelly Ronimus
Coronado, CA
Keaton Zavis
San Diego, CA
Christina Mccalla
Waltham, MA

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started