Nolan
Wenger

Commonwealth Financial Network

CRD#7345129
Investment Advisor
in Lynnwood, WA

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About this Advisor

Nolan Wenger is a financial advisor operating out of Lynnwood, Washington with a total of 2 years of relevant experience. Wenger is on the advisory team at Commonwealth Financial Network. Throughout their career, they have worked at Premier Wealth Wa, Oceans, Reefs & Aquariums, Pets Are People Too, N/A, Seattle Aquarium, Oregon Coast Community College, Washington State University, Primary Education and Commonwealth Financial Network. Wenger holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Washington. Commonwealth Financial Network is a company that has its headquarters in Waltham, MA. The investment advisory business has offices in 1,759 locations and a total of 4,300 financial advisors. It controls $146 billion in assets under management between its 585,629 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides services to 2,108 charitable organizations. Of its 585,629 client accounts, just 4% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Commonwealth Financial Network offers a number of services, such as 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 largely depend on the type of services. Fee types billed by Commonwealth Financial Network can be comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

2 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

Office Location

19101 36Th Ave W #211
Lynnwood, WA 98036

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$146,387,007,862

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

4,300

WA Average: 118
Total Number of Accounts

585,629

WA Average: 4,567
Average Account Size

$249,965

WA Average: $3,506,186

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

Nolan Wenger Work History

Nolan has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Premier Wealth Wa

2021 - Present (3 years)

Commonwealth Financial Network

2020 - 2021 (1 year)

N/A

2019 - 2020 (1 year)

Oceans, Reefs & Aquariums

2019 - 2019 (< 1 year)

Pets Are People Too

2018 - 2019 (1 year)

N/A

2018 - 2018 (< 1 year)

Seattle Aquarium

2017 - 2018 (1 year)

Oregon Coast Community College

2017 - 2017 (< 1 year)

N/A

2014 - 2017 (3 years)

Washington State University

2000 - 2014 (14 years)

Primary Education

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Nolan Wenger 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

Fred Scheffner
Salt Lake City, UT
Deanna Morell
Palmyra, NY
Sviatlana Maslava
New York, NY
Samuel Rich
Waltham, MA
Karen Roth
Chappaqua, NY
Adam Kittredge
Florence, MA
Alejandro Biagiotti
Bedford, NH
Tyler Price
Kennewick, WA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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.

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