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Michael Joseph Maehl

Commonwealth Financial Network

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About Michael Joseph Maehl

Michael Maehl is an Investment Advisor Representative with Commonwealth Financial Network. Michael has over 40 years of experience in the financial services industry. Michael is registered with the state of Washington as an investment advisor and has a Series 7TO, SIE, Series 31, PC, Series 5, Series 000, and Series 1 license. Michael provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Michael Maehl is currently registered with Commonwealth Financial Network. Commonwealth Financial Network is an Approved Limited Liability Company formed in August 2017 and headquartered in Waltham, Massachusetts. The firm provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses and individuals, and other advisory services. They have a presence in all 50 states, as well as in Puerto Rico and the Virgin Islands. The firm manages approximately $177 billion in regulatory assets under management and has a large network of licensed agents, investment adviser representatives, registered representatives, and investment advisory functions. They cater to various client types, including individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and state or municipal government entities.
Commonwealth Financial Network

29 SAWYER ROAD

WALTHAM, MA 02453-3483

$177.03B

Assets Under Management

19,600

Total Clients

3,791

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Michael Maehl’s Registration & Firm History

WA

12/22/2021 - Present

Commonwealth Financial Network (Spokane WA)

AZ

11/06/2020 - 12/21/2021

SECURITIES AMERICA, INC. (Sun City West AZ)

WA

03/10/2008 - 11/06/2020

KMS FINANCIAL SERVICES, INC. (SPOKANE WA)

WA

08/12/2006 - 03/20/2008

UBS FINANCIAL SERVICES INC. (KENNEWICK WA)

WA

10/13/1999 - 08/12/2006

PIPER JAFFRAY & CO. (KENNEWICK WA)

MN

08/03/1998 - 10/25/1999

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

08/03/1998 - 10/25/1999

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

NY

08/06/1993 - 08/12/1998

SMITH BARNEY INC. (NEW YORK NY)

MO

09/04/1990 - 08/03/1993

EVEREN SECURITIES, INC. (ST. LOUIS MO)

NA

02/04/1988 - 09/04/1990

BATEMAN EICHLER, HILL RICHARDS, INCORPORATED

NA

10/22/1985 - 02/04/1988

BOETTCHER & COMPANY, INC.

NA

08/13/1984 - 10/28/1985

SHEARSON LEHMAN BROTHERS INC.

NA

11/11/1982 - 08/28/1984

DEAN WITTER REYNOLDS INC.

NA

01/08/1980 - 10/28/1982

OPPENHEIMER & CO., INC.

NA

07/31/1978 - 01/14/1980

THE CHICAGO CORPORATION

NA

09/03/1974 - 08/29/1978

WAYNE HUMMER & CO.

NA

10/10/1973 - 09/22/1974

REYNOLDS SECURITIES, INC.

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Licenses & Designations

IA

Issued 04/05/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/29/1979

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 12/05/1983

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/29/2003

Series 31 - Futures Managed Funds Examination

BC

Issued 03/08/1994

PC - AMEX Put and Call Exam

BC

Issued 10/19/1981

Series 5 - Interest Rate Options Examination

BC

Issued 10/08/1973

Series 000 - General Securities Principal Examination

BC

Issued 10/08/1973

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Joseph Maehl.
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