Mark
Stephenson

Commonwealth Financial Network

CRD#2385184
Investment Advisor
in Springfield, OH

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About this Advisor

Mark Stephenson is a financial advisor operating out of Springfield, Ohio, who has been in the financial industry for 10 years. Stephenson currently works for Commonwealth Financial Network. Their career trajectory has included roles at Commonwealth Financial Network and Sterling Wealth Management. Stephenson has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Ohio. Commonwealth Financial Network is a business that has its headquarters in Springfield, Ohio. The investment advisory business has offices in 1,090 locations and a total of 3,400 advisors. It oversees $111 billion in total assets among its 436,517 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides financial advice to 277 charitable organizations. Of its 436,517 customer accounts, just 4% belong to high-net-worth individuals who have at least $1 million in assets. Commonwealth Financial Network offers a diverse array 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. Financial management fees vary depending on the type of services offered. However, fees billed by Commonwealth Financial Network can include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

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

Yes

Office Location

20 South Limestone Street Suite 249
Springfield, OH 45502

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$111,440,393,319

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

3,400

OH Average: 118
Total Number of Accounts

436,517

OH Average: 4,567
Average Account Size

$255,295

OH 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

Mark Stephenson Work History

Mark has 10 years of experience.

2010 - Present (12 years)

Commonwealth Financial Network

2010 - Present (12 years)

Sterling Wealth Management

Disclosures

Mark Stephenson has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Blake Stenzel
Great Falls, MT
Theodore Demers
Waltham, MA
Ray Massey
Newtown, PA
Ruth Hernandez
Scottsdale, AZ
Brian Mckinney
Columbia, MD
Joseph Edwins
Scottsdale, AZ

The content in this profile was updated by SmartAsset on 08/06/2020 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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