Brandi
Walton
Commonwealth Financial Network
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About this Advisor
Brandi Walton is a financial advisor who works out of Richland Center, Wisconsin, who has 7 years of industry experience. Walton currently works for Commonwealth Financial Network. During their career, Walton has held roles at Mary Kay, Westby Co-Op Credit Union, Commonwealth Financial Network, Wccu Investment Consultants and Mellem Fish House. Walton has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Wisconsin. Commonwealth Financial Network is a registered investment firm that has its headquarters in Waltham, MA. It has offices in 1,759 locations and a total of 4,300 financial advisors. It oversees $146 billion in total assets between its 585,629 client accounts, placing it among the biggest financial advisory firms in the country 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 more than $1 million in assets. Commonwealth Financial Network 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 fee schedules typically vary depending on which services the firm provides the client. Fee types billed by Commonwealth Financial Network likely include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Commonwealth Financial Network Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$146,387,007,862
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
4,300
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
585,629
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$249,965
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
Brandi Walton Work History
Brandi has been registered as a financial advisor for 7 years.*
Mellem Fish House
Commonwealth Financial Network
Wccu Investment Consultants
Mary Kay
Westby Co-Op Credit Union
*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 Brandi Walton 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
Salt Lake City, UT
Saint George, UT
East Syracuse, NY
Rochester, MN
New York, NY
Ludlow, MA
Waltham, MA
San Diego, CA
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