Commonwealth Financial Network

Commonwealth Financial Network

Financial Services Waltham, Massachusetts, United States 1.71K employees
Employees
1.71K
Contacts
4
Emails
4
Phones
2

Commonwealth Financial Network Overview

Headquarters
Waltham, Massachusetts, United States
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
1.71K
Founded
1979
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Commonwealth Financial Network

Who We Serve Independent financial advisors turn to Commonwealth for sophisticated business solutions, specialized consulting, and powerful tools that enable them to realize their vision. A community of passionate, driven people representing some of the best and brightest in the industry, Commonwealth is the partner of choice for more than 2,000 independent financial advisors nationwide. Your Advantage The firm takes a holistic, advisor-centric approach to creating strategies and solutions designed to give you a competitive advantage at every stage of your journey—whether you’re growing an existing practice, embarking on a fee-only path, or breaking free to explore independence for the first time. Evolve your business with flexible affiliation options, pioneering practice management, and entrepreneurial capital. Accelerate your growth with a synchronized approach that integrates advanced planning and research, complete marketing support, and personalized development programs. Streamline your operations with holistic investment solutions, collaborative compliance, and powerful technology, including a unified software platform that supports managing your client’s accounts and running your business. Learn More Ready to learn more about a firm that puts independent advisors first? Visit our website to discover how Commonwealth can help you streamline your operations, evolve your business, and accelerate your growth. If you’re interested in working at Commonwealth, visit our Careers page and explore how you can join our common purpose. Member www.FINRA.org/www.SIPC.org Please review our Terms of Use here: http://www.commonwealth.com/termsofuse.html

Commonwealth Financial Network Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
4
100.0% coverage
Phone contacts
2
50.0% coverage

Commonwealth Financial Network Org Chart

Sample employees and titles
Name Title Contact
Ed Flahive VP People Development at Commonwealth
Email Phone
Jess Gilbert Vice President, Affiliate Learning
Email
Mark Frantz
Email
Aric Jacobson
Email Phone

Employees by Management Level

Manager 25 profiles
Individual contributor 24 profiles
Senior / Lead 9 profiles
Director 8 profiles
Executive 5 profiles
Associate / junior 3 profiles
VP / Head 1 profile

Department Contact Coverage

Department Contacts Email Phone
IT 8 8 3
Sales 8 8 2
General 7 7 6
Finance 6 6 4
Operations 6 6 2
Executive 5 5 4

Commonwealth Financial Network Tech Stack

Cloud / infrastructure 20 profiles
Data / AI 4 profiles
Engineering 3 profiles
Product / design 2 profiles

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