Commonwealth Financial Network
About this Advisor
Fred Scheffner is a financial advisor based in Salt Lake City, Utah. Scheffner currently works for Commonwealth Financial Network. They have spent the entirety of their career at Commonwealth Financial Network. Scheffner has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Utah. Commonwealth Financial Network is a financial advisory firm that has its headquarters in Salt Lake City, Utah. The company has offices in 1,090 locations and a total of 3,400 advisors. It administers $111 billion in total assets among its 436,517 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides services to 277 charitable organizations. Of its 436,517 accounts, just 4% are associated with high-net-worth clients who have at least $1 million in assets. The firm offers 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 charged by financial advisors typically vary depending on which services the firm provides the client. However, fee types billed by Commonwealth Financial Network likely consist of some combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Commonwealth Financial Network Brokerage Details
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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
Fred Scheffner has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Commonwealth Financial Network
Salt Lake City, UT
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.