Andrew
Wiegand

Commonwealth Financial Network

CRD#1422474
Investment Advisor
in Seattle, WA
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About this Advisor

Andrew Wiegand is a certified financial planner based out of Seattle, Washington, with a total of 13 years of financial industry experience. Wiegand currently works for Commonwealth Financial Network. During their career, Wiegand has held roles at Wiegand Financial Group and Commonwealth Financial Network. Wiegand maintains a Series 63 license, which qualifies them as a securities broker, and is approved to operate in Washington. Commonwealth Financial Network is a company that has its headquarters in Seattle, Washington. The firm has offices in 1,090 locations and a total of 3,200 advisors. It controls $81 billion in assets across its 335,560 customer accounts, placing it among the largest firms in the country by assets under management. The firm serves 223 charitable organizations. Of its 335,560 client accounts, just 3% are held by high-net-worth clients who have greater than $1 million in investable assets. The firm performs 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. Financial advisory fees usually are based on the services. Fee types billed by Commonwealth Financial Network likely are comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

13 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

No

Office Location

Seattle, WA

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$80,973,209,717

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

3,200

WA Average: 118
Total Number of Accounts

335,560

WA Average: 4,567
Average Account Size

$241,308

WA 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

Andrew Wiegand Work History

Andrew has 13 years of experience.

2005 - Present (14 years)

Wiegand Financial Group

2005 - Present (14 years)

Commonwealth Financial Network

Disclosures

Andrew Wiegand has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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