Stephen
Robinson

Commonwealth Financial Network

CRD#7200631
Investment Advisor
in Spokane, WA

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About this Advisor

Stephen Robinson is a financial advisor based in Spokane, Washington, working with Commonwealth Financial Network. Stephen has previously held positions at Edward Jones, Arch Staffing, Army Reserves, United States Army, Counterpointe Solutions Inc, Encore Group Of Professionals, Commonwealth Financial Network, and Clear Future Financial, LLC. Stephen has passed the Series 66 regulatory exam and is registered to provide services in Washington. Currently, Stephen is part of Commonwealth Financial Network, which operates out of Spokane, Washington. The firm has 1,613 offices and 4,500 employees. The firm manages assets totaling $177.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Commonwealth Financial Network includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 66

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

16201 East Indiana Avenue Suite 5240
Spokane, WA 99216

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$177,031,841,416

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

4,500

WA Average: 118
Total Number of Accounts

623,075

WA Average: 4,567
Average Account Size

$284,126

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

Stephen Robinson Work History

2024 - Present (0 year)

Commonwealth Financial Network

2024 - Present (0 year)

Clear Future Financial, LLC

2019 - Present (5 years)

Edward Jones

2019 - 2019 (< 1 year)

Arch Staffing

2019 - 2019 (< 1 year)

Army Reserves

2017 - 2019 (2 years)

United States Army

2016 - 2017 (1 year)

Counterpointe Solutions Inc

2016 - 2016 (< 1 year)

Encore Group Of Professionals

2008 - 2016 (8 years)

United States Army

Disclosures

Please visit the SEC profile of Stephen Robinson 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

John Macdougall
Northfield, MA
Melanie Migneault
Keene, NH
Richard Allred
Waltham, MA
Joanne Astle
Portland, OR
Shelley Teskey
Dallas, TX
Eli Wynes
Iowa City, IA
Robert Holden
New York, NY
Stephen Astle
Portland, OR

The content in this profile was updated by SmartAsset on 6/19/2024. 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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