Scott
Kopecky
Commonwealth Financial Network
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About this Advisor
Scott Kopecky is a financial advisor working out of San Antonio, Texas with 10 years of industry experience. Kopecky is an employee of Commonwealth Financial Network. Their career trajectory has included roles at Akin, Doherty, Klein & Feuge, P.C, Minnesota Life Insurance Co, Securian Financial Services, Tax And Financial, Helotes Lube N Tune and Adkf Financial Services LLC. Kopecky maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in Texas. Commonwealth Financial Network is a registered investment firm operating out of Waltham, MA. The investment advisory business has offices in 1,759 locations and a total of 4,300 advisors. It manages $146 billion in assets under management across its 585,629 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises 2,108 charities and foundations. Of its 585,629 accounts, just 4% are held by high-net-worth investors who have greater than $1 million in investable assets. The company offers a wide assortment 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. Financial management fee schedules usually depend on which service is offered. Fee types charged by Commonwealth Financial Network may include any combination of 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
Scott Kopecky Work History
Scott has been registered as a financial advisor for 10 years.*
Minnesota Life Insurance Co
Securian Financial Services
Tax And Financial
Helotes Lube N Tune
Akin, Doherty, Klein & Feuge, P.C
Adkf Financial Services LLC
*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 Scott Kopecky 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
Salt Lake City, UT
Durham, NC
Florence, MA
Kennewick, WA
Green Bay, WI
Mendham, NJ
Rochester, MN
New York, NY
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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