Brandi
Walton

Commonwealth Financial Network

CRD#5905479
Investment Advisor
in Richland Center, WI

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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

Series 63, Series 65

Years Registered*

7 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

2403 U.S. Highway 14 East
Richland Center, WI 53581

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$146,387,007,862

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

4,300

WI Average: 118
Total Number of Accounts

585,629

WI Average: 4,567
Average Account Size

$249,965

WI 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

Brandi Walton Work History

Brandi has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Mellem Fish House

2012 - Present (12 years)

Commonwealth Financial Network

2012 - Present (12 years)

Wccu Investment Consultants

2007 - Present (17 years)

Mary Kay

1997 - Present (27 years)

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

Fred Scheffner
Salt Lake City, UT
Blake Asbury
Alpharetta, GA
Tyler Price
Kennewick, WA
Stephanni Sharp
San Diego, CA
Laura Clem
San Diego, CA
Garrett Forsberg
Plymouth, MA
Samuel Rich
Waltham, MA
Sviatlana Maslava
New York, NY

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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