Blake
Stenzel

Commonwealth Financial Network

CRD#6899951
Investment Advisor
in Great Falls, MT

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Blake Stenzel is a financial advisor based in Great Falls, Montana, working with Commonwealth Financial Network. Blake has previously held positions at Charles Schwab & Co., Inc, Ecolab Nalco, Klj, Alo And Partners, Central District Brewing, La Fitness, Commonwealth Financial Network, and Guide Star Financial, Inc. Blake has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Montana. Currently, Blake is part of Commonwealth Financial Network, which operates out of Great Falls, Montana. The firm has 1,613 offices and 4,500 employees. The firm manages assets totaling $177.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Commonwealth Financial Network includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 66

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

21 3Rd St North Suite 5C
Great Falls, MT 59401

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

$177,031,841,416

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

4,500

MT Average: 118
Total Number of Accounts

623,075

MT Average: 4,567
Average Account Size

$284,126

MT 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

Blake Stenzel Work History

2021 - Present (3 years)

Commonwealth Financial Network

2021 - Present (3 years)

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

Disclosures

Please visit the SEC profile of Blake Stenzel 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

Melanie Migneault
Keene, NH
John Macdougall
Northfield, MA
David Moratti
Phoenix, AZ
Kristofer Yrrizarry
Waltham, MA
Phillip Faubert
Costa Mesa, CA
James Quinlan
Plymouth, MA
Michael Oberdorf
Sea Girt, NJ
Joelle Spear
Framingham, MA

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

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

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

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