Kaelen
Shay
Commonwealth Financial Network
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About this Advisor
Kaelen Shay is a financial advisor based in Billings, Montana with a total of 2 years of industry experience. Shay is currently employed by Commonwealth Financial Network. Their career trajectory has included roles at Strategic Retirement Plans, Wipfli, Llp, Tax Montana Pllc, Montana State University Billings (Full-Time Student), Precision Mowing And Trimming, Self-Employed/Cpa Study and Billings Senior High School. Shay holds a Series 65 license, which qualifies them as an investment advisor representative, and can operate in Montana. Commonwealth Financial Network is a firm that has its headquarters in Waltham, MA. The company has offices in 1,759 locations and a total of 4,300 financial advisors. It has $146 billion in assets under management across its 585,629 accounts, making it one of the biggest firms in the country by assets under management. The firm advises 2,108 charitable organizations. Of its 585,629 customer accounts, just 4% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Commonwealth Financial Network offers a number of services, such as 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 fee schedules typically are based on which services the firm provides the client. However, fees charged by Commonwealth Financial Network can include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Commonwealth Financial Network Brokerage Details
$146,387,007,862
4,300
585,629
$249,965
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
Kaelen Shay Work History
Kaelen has been registered as a financial advisor for 2 years.*
Strategic Retirement Plans
Wipfli, Llp
Tax Montana Pllc
Self-Employed/Cpa Study
Precision Mowing And Trimming
Montana State University Billings (Full-Time Student)
Billings Senior High School
*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 Kaelen Shay to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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