Fred
Scheffner

Commonwealth Financial Network

CRD#2636108
Investment Advisor
in Salt Lake City, UT

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About this Advisor

Fred Scheffner is a financial advisor based out of Salt Lake City, Utah. Scheffner currently works for Commonwealth Financial Network. They have spent their entire time as a financial advisor at Commonwealth Financial Network. Scheffner maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in Utah. Commonwealth Financial Network is a firm that has its headquarters in Salt Lake City, Utah. It has offices in 1,275 locations and a total of 4,000 employees. It has $162 billion in assets under management across its 540,172 client accounts, making it one of the largest firms in the United States by assets under management. The firm provides services to 432 charitable organizations. Of its 540,172 client accounts, just 10% are held by high-net-worth investors who have more than $1 million in investable assets. Commonwealth Financial Network provides a number of services, including 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 advice typically depend on which services the firm provides the client. Fee types charged by Commonwealth Financial Network likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

less than 1 year

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

No

Office Location

4525 South Wasatch Blvd. Suite 250
Salt Lake City, UT 84124

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$161,852,722,626

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

4,000

UT Average: 118
Total Number of Accounts

540,172

UT Average: 4,567
Average Account Size

$299,632

UT Average: $3,506,186

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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

Disclosures

Fred Scheffner has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
David Rampello
Leominster, MA
Jonathan Kerstetter
Bethlehem, PA
Elizabeth Campbell
North Smithfield, RI
Leigh Morales
Overland Park, KS
Julia Humphrey
Brentwood, TN
Kevin Carlin
San Diego, CA
Frank Fitzgerald
Dover, DE

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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