Fred
Scheffner
Commonwealth Financial Network
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About this Advisor
Fred Scheffner is a financial advisor based in Salt Lake City, Utah, working with Commonwealth Financial Network. Fred has previously held a position at Commonwealth Financial Network. Fred has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Utah. Currently, Fred is part of Commonwealth Financial Network, which operates out of Salt Lake City, Utah. 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
Services Offered
Fee Structure
Office Location
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Commonwealth Financial Network Brokerage Details
$177,031,841,416
4,500
623,075
$284,126
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
Fred Scheffner Work History
Commonwealth Financial Network
Disclosures
Please visit the SEC profile of Fred Scheffner 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
Keene, NH
Northfield, MA
Brentwood, TN
Berwyn, PA
Rochester, NY
Allentown, PA
Washington, DC
Glastonbury, CT
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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.
