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Commonwealth Financial Services

Headquartered in PARKERSBURG, WV

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Firm Information

Commonwealth Financial Services is a financial advisor headquartered in PARKERSBURG, WV. They have 9 licensed agents, 16 investment adviser representatives, and 11 investment advisory functions. The firm manages $649,546,505 in regulatory assets under management for 2,148 clients. Commonwealth Financial Services provides financial planning, pension consulting, and other advisory services. They serve individuals, businesses, and institutions.

Commonwealth Financial Services

585 COLLEGE PARKWAY

PARKERSBURG, WV 26104

$649.55M

Assets Under Management

4

Total Clients

15

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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lending services and financial institution consulting services

Lending services and financial institution consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (4)

COMMONWEALTH FINANCIAL SERVICES has a total of 4 branch locations across the country.
location

Woodsfield, OH

location

Wheeling, WV

location

Marietta, OH

location

PARKERSBURG, WV

Advisors at Commonwealth Financial Services

View All 15 Advisors
Unclaimed
Michael Charles Seese

CFP®, CFC®, RA

PARKERSBURG, WV

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Nikki Von Lude

CFP®, CFC®, RA

Woodsfield, OH

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Unclaimed
Todd Edward Kimpel

CFC®, RA

Wheeling, WV

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Unclaimed
Derek Bailey

RA

PARKERSBURG, WV

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Unclaimed
Craig Kevin Seachrist

RA

PARKERSBURG, WV

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Unclaimed
Sierra R Love

RA

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Unclaimed
Tyler Andrew Brautigan

CFP®, RA

Wheeling, WV

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Unclaimed
Evan Thomas Brockmeier

RA

PARKERSBURG, WV

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Disclosures

There are no public disclosures for Commonwealth Financial Services.

Frequently Asked Questions (7)

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