Blake
Stenzel

Commonwealth Financial Network

CRD#6899951
Investment Advisor
in Great Falls, MT

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About this Advisor

Blake Stenzel is a financial advisor who works out of Great Falls, Montana, who has 12 years of professional experience. Stenzel is on the advisory team at Commonwealth Financial Network. Throughout their career, Stenzel has worked at Charles Schwab & Co., Inc, Ecolab Nalco, Klj, Brewhouse Pub & Grille, Carroll College, United Materials, Alo And Partners, Central District Brewing, La Fitness, Commonwealth Financial Network and Guide Star Financial, Inc. Stenzel maintains Series 63 and Series 66 licenses, certifying them as a securities representative, and is approved to serve investors in Montana. Commonwealth Financial Network is an advisory company that has its headquarters in Great Falls, Montana. It has offices in 1,275 locations and a total of 4,000 advisors. It has $162 billion in total assets between its 540,172 customer accounts, making it one of the largest firms in the country by assets under management. The firm serves 432 charitable organizations. Of its 540,172 accounts, just 10% are held by high-net-worth individuals who have at least $1 million in assets. The business has 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. Fees for financial management depend on which service is offered. However, fee types charged by Commonwealth Financial Network most likely include any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

12 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

300 Central Ave St. Suite 300
Great Falls, MT 59401

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$161,852,722,626

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

4,000

MT Average: 118
Total Number of Accounts

540,172

MT Average: 4,567
Average Account Size

$299,632

MT Average: $3,506,186

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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

Blake Stenzel Work History

Blake has 12 years of experience.

2021 - Present (1 year)

Commonwealth Financial Network

2021 - Present (1 year)

Guide Star Financial, Inc

2020 - 2020 (< 1 year)

Central District Brewing

2020 - 2020 (< 1 year)

La Fitness

2019 - 2021 (2 years)

Commonwealth Financial Network

2018 - 2019 (1 year)

Charles Schwab & Co., Inc

2015 - 2017 (2 years)

Ecolab Nalco

2014 - 2014 (< 1 year)

Klj

2014 - 2014 (< 1 year)

Alo And Partners

2013 - 2014 (1 year)

Brewhouse Pub & Grille

2010 - 2014 (4 years)

Carroll College

2010 - 2013 (3 years)

United Materials

Disclosures

Blake Stenzel has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Parichart Arredondo
Dallas, TX
Micah Crabdree
Payson, AZ
Cameron Kashani
Merrillville, IN
Carrie White
Overland Park, KS
Vatsal Assar
Dallas, TX
Robert Swanke
Waltham, MA
Kristina Smith
Pittsford, NY

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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