Michael
Germo

Commonwealth Financial Network

CRD#732238
Investment Advisor
in Hudson, OH

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About this Advisor

Michael Germo is a financial advisor based in Hudson, Ohio, working with Commonwealth Financial Network. Michael has previously held positions at Royal Alliance Associates, Inc, Financial Planning Resources, and Commonwealth Financial Network. Michael has passed the Series 63 regulatory exam and is registered to provide services in Ohio. Currently, Michael is part of Commonwealth Financial Network, which operates out of Hudson, Ohio. 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, CERTIFIED FINANCIAL PLANNER™

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

75 Milford Drive Suite 236
Hudson, OH 44236

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$177,031,841,416

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

4,500

OH Average: 118
Total Number of Accounts

623,075

OH Average: 4,567
Average Account Size

$284,126

OH 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

Michael Germo Work History

2019 - Present (5 years)

Financial Planning Resources

2019 - Present (5 years)

Commonwealth Financial Network

1994 - Present (30 years)

Financial Planning Resources

1989 - 2019 (30 years)

Royal Alliance Associates, Inc

Disclosures

Please visit the SEC profile of Michael Germo 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
Erin Sweitzer
Phoenix, AZ
Lewis Martin
Charlottesville, VA
Joanne Astle
Portland, OR
Stephen Astle
Portland, OR
Danielle Auriemma
San Diego, CA
Renee Bilodeau
Glastonbury, CT

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.

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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.

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