Blake
Stenzel

Commonwealth Financial Network

CRD#6899951
Investment Advisor
in Great Falls, MT

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About this Advisor

Blake Stenzel is an investment advisor whose office is in Great Falls, Montana. Currently a registered financial advisor with Commonwealth Financial Network, Stenzel has 10 years of practice in the financial advisory industry. Stenzel maintains Series 63 and Series 66 licenses, qualifying them as a securities representative. Stenzel is able to act as a financial advisor based out of Montana. Their career trajectory has included roles at Charles Schwab & Co., Inc, Ecolab Nalco, Klj, Brewhouse Pub & Grille, Carroll College, United Materials, Alo And Partners, Central District Brewing, La Fitness and Commonwealth Financial Network. Commonwealth Financial Network is headquartered in Great Falls, Montana, and has 1,090 locations throughout the nation. As a company, Commonwealth Financial Network oversees $111 billion in assets throughout 436,517 accounts and retains more than 3,400 people. The amount of assets the firm manages places it among the biggest firms in the country. The firm manages 426,927 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 4% of the advisory firm's investors are high-net-worth individuals, meaning they have more than $1 million in assets. Commonwealth Financial Network offers 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 firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

10 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

$111,440,393,319

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

3,400

MT Average: 118
Total Number of Accounts

436,517

MT Average: 4,567
Average Account Size

$255,295

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 10 years of experience.

2020 - Present (0 year)

Central District Brewing

2020 - Present (0 year)

La Fitness

2019 - Present (1 year)

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
Michael Dozois
San Diego, CA
John D'Agostino
Prospect, CT
Joseph Gugino
Waltham, MA
Matthew Glassmeyer
Cincinnati, OH
Matthew Bausch
Wilmington, MA
Dustin Osborne
Grand Rapids, MI
Christin Clohosey
Waltham, MA

This content was compiled from the SEC and FINRA.

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