Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
10 years
Location
Wrightwood, CA
Commonwealth Financial Network
Enterprise
Benjamin Otte is a financial advisor at Commonwealth Financial Network with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Commonwealth Financial Network since 2015, with additional experience at Kestra Financial, Inc. and Reliant Missions. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and customized investment solutions, supported by operations, technology, and compliance resources.
Based on Commonwealth Financial Network
Based on Commonwealth Financial Network
Flat or fixed fees available for consulting services, including wealth management, retirement plan consulting, and HSA consulting.
$0 - $750,000: 2.25% $750,000 - $1,000,000: 2.00% $1,000,000 - $2,000,000: 1.75% $2,000,000+: 1.50%
Advisors may receive commissions on securities transactions and insurance products; additional transaction charges may apply in certain programs.
Up to $500 per hour for consulting services.
Account minimum: $1,000 Fee-only: Annual fees negotiable; fees based on percentage of assets under management; no performance-based fees.
Wrightwood, CA
Wrightwood CA
Advisors at this office
1
California
10 years of industry experience
Commonwealth Financial Network
2020 - Present • 6 years
Waltham, MA
Kestra Financial, Inc.
2019 - Present • 7 years
Austin, TX
Reliant Missions
2018 - 2019 • 1 year
Austin, TX
Unemployed
2018 - 2018 • 1 year
San Diego, CA
Commonwealth Fiancial Network
2015 - 2018 • 3 years
San Diego, CA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Wrightwood, CA
OSAIC
Elizabeth Gamez is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She previously worked at Securities America Advisors, Inc. for 14 years. Outside of her advisory role, she is president of Dream Force Investments, Inc., a corporation established for tax purposes. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering integrated brokerage and investment advisory services through a large network of affiliated advisors and multiple platforms.
Series 66, Series 65
Hesperia, CA
J.P. Morgan Securities
Yerel Morales is a financial advisor with J.P. Morgan Securities and holds Series 65 and Series 66 licenses. Morales has 13 years of industry experience and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2017. Outside of advisory services, Morales is an owner and partner of North Star Procurement Group, LLC, a business specializing in government procurement. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.
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