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 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

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

$111,440,393,319

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

3,400

UT Average: 118
Total Number of Accounts

436,517

UT Average: 4,567
Average Account Size

$255,295

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
Michael Dozois
San Diego, CA
John D'Agostino
Prospect, CT
Joseph Gugino
Waltham, MA
Matthew Glassmeyer
Cincinnati, OH
Matthew Bausch
Wilmington, MA
Dustin Osborne
Grand Rapids, MI
Christin Clohosey
Waltham, MA

This content was compiled from the SEC and FINRA.

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