John
Wahl

Commonwealth Financial Network

CRD#5833997
Investment Advisor
in Saint Louis, MO

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About this Advisor

John Wahl is a certified financial planner and chartered financial consultant working out of Saint Louis, Missouri, with a total of 4 years of industry experience. Wahl is an advisor for Commonwealth Financial Network. Throughout their career, they have worked at Wunderlich Securities Inc, Maritz, Dot Foods, Commonwealth Financial Network and One Bridge Wealth Management. Wahl maintains Series 63 and Series 66 licenses, which qualify them as a securities representative, and can advise clients in Missouri. Commonwealth Financial Network is a firm that has its headquarters in Waltham, MA. The firm has offices in 1,759 locations and a total of 4,300 employees. It manages $146 billion in total assets across its 585,629 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves 2,108 charitable organizations. Of its 585,629 customer accounts, just 4% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Commonwealth Financial Network has 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. Fees for financial management typically vary depending on which services the firm provides the client. Fee types billed by Commonwealth Financial Network most likely are comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

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

230 S Bemiston Ave Suite 910
Saint Louis, MO 63105

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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

John Wahl Work History

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

2019 - Present (5 years)

Commonwealth Financial Network

2019 - Present (5 years)

One Bridge Wealth Management

2015 - 2019 (4 years)

Wunderlich Securities Inc

2015 - 2016 (1 year)

Dot Foods

2011 - 2014 (3 years)

Maritz

*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 John Wahl 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
Michael Cantor
East Lansing, MI
Adam Kittredge
Florence, MA
Shelby Trinkino
Littleton, CO
Patrick Bria
Durham, NC
Gabor Nagy
Mendham, NJ
Jerome Sullivan
Davis, CA
Deanna Morell
Palmyra, NY

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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