Madison
Gontarek

Commonwealth Financial Services

CRD#7573436
Investment Advisor
in Parkersburg, WV

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About this Advisor

Madison Gontarek is a financial advisor based in Parkersburg, West Virginia, working with Commonwealth Financial Services. Madison has previously held positions at Hornets Nest Steak House, Western Kentucky University, Rooftop Bar & Grill, Western Kentucky University, Parking And Transportation, R.W. Baird Financial, Galton Academy, and Commonwealth Financial Services, LLC. Madison has passed the Series 65 regulatory exam and is registered to provide services in West Virginia. Currently, Madison is part of Commonwealth Financial Services, which operates out of Parkersburg, West Virginia. The firm has 4 offices and 25 employees. The firm manages assets totaling $649.5 million and serves a variety of clients, including charitable organizations. 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, and other services. The fee structure at Commonwealth Financial Services includes asset-based and hourly fees.

Certifications and Registrations

Series 65

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, Other

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

585 College Parkway
Parkersburg, WV 26104

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Commonwealth Financial Services Brokerage Details

Total Assets Under Management

$649,546,505

WV Average: $493,341,091
Total Number of Employees

25

WV Average: 16
Total Number of Accounts

2,148

WV Average: 1,028
Average Account Size

$302,396

WV Average: $479,904

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
  • Other

Madison Gontarek Work History

2023 - Present (1 year)

Commonwealth Financial Services, LLC

2022 - 2022 (< 1 year)

R.W. Baird Financial

2022 - 2023 (1 year)

Galton Academy

2021 - 2021 (< 1 year)

Rooftop Bar & Grill

2021 - 2022 (1 year)

Western Kentucky University, Parking And Transportation

2019 - 2021 (2 years)

Western Kentucky University

2017 - 2019 (2 years)

Hornets Nest Steak House

Disclosures

Please visit the SEC profile of Madison Gontarek 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 Services

Madison Gontarek
Parkersburg, WV
Zachary Seese
Parkersburg, WV
Daniel Spurgeon
Parkersburg, WV
Evan Brockmeier
Parkersburg, WV
Bernard Mcmanus
Parkersburg, WV
Khoury Kloss
Wheeling, WV
Tyler Szafran
Wheeling, WV
Joshua Wine
Parkersburg, WV

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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