Steven
Wisdom
Commonwealth Financial Network
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About this Advisor
Steven Wisdom is a certified financial planner based out of Dallas, Texas with 34 years of industry experience. Wisdom is an employee of Commonwealth Financial Network. Throughout their career, Wisdom has worked at Commonwealth Financial Network and Swisdom Financial. Wisdom holds a Series 63 license, designating them as a securities representative, and is approved to serve investors in Texas. Commonwealth Financial Network is an advisory company based out of Waltham, MA. The firm has offices in 1,759 locations and a total of 4,300 people on staff. It oversees $146 billion in total assets among its 585,629 customer accounts, making it one of the largest firms in the country by assets under management. The firm advises 2,108 charitable organizations. Of its 585,629 customer accounts, just 4% are held by high-net-worth individuals who have more than $1 million in assets. Commonwealth Financial Network performs a broad array 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. Fees for financial management largely vary depending on which services are provided. Fees billed by Commonwealth Financial Network most likely include some 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
Steven Wisdom Work History
Steven has been registered as a financial advisor for 34 years.*
Swisdom Financial
Commonwealth Financial Network
*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 Steven Wisdom 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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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.
