Steven
Wisdom

Commonwealth Financial Network

CRD#1050687
Investment Advisor
in Dallas, TX
Are you Steven Wisdom? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Steven Wisdom is a certified financial planner based in Dallas, Texas. Currently a registered investment advisor at Commonwealth Financial Network, Wisdom has a notable 29 years of practice as a financial advisor. Wisdom has a Series 63 license, designating the advisor as a securities agent. Wisdom is registered to advise customers in Texas. Over the course of their career, Wisdom has held roles at Swisdom Financial and Commonwealth Financial Network. Commonwealth Financial Network is headquartered in Dallas, Texas, and has 1,090 offices throughout the country. In aggregate, Commonwealth Financial Network manages $81 billion in assets throughout 335,560 accounts and employs more than 3,200 people. The firm's total assets under management places it among the largest firms in the United States. The firm manages 328,891 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 3% of the advisor firm's investors are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Commonwealth Financial Network offers 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 firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

29 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

14785 Preston Road #550
Dallas, TX 75254

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$85,214,650,650

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

3,350

TX Average: 118
Total Number of Accounts

388,288

TX Average: 4,567
Average Account Size

$219,462

TX Average: $3,506,186

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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 29 years of experience.

2000 - Present (19 years)

Swisdom Financial

1989 - Present (30 years)

Commonwealth Financial Network

Disclosures

Steven Wisdom has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started