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Joshua Michael Wilson

Advisor at Commonwealth Financial Network — Freedom, NH

Updated today

Credentials

Series 66

Experience

11 years

Location

Freedom, NH

Commonwealth Financial Network logo

Commonwealth Financial Network

Enterprise

Total advisors

2,762

Across 1,213 offices

Clients per advisor

129 Very High

Avg AUM per client

$568,323 High

HNW client ratio

12% Typical

About

Joshua Wilson is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at PIN Wealth, LLC, Purshe Kaplan Sterling Investments, and Securities America, Inc. He is a co-owner of PIN Wealth, LLC and PIN Insurance, Inc., both of which facilitate securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $212 billion in client assets. The firm provides a comprehensive platform including managed-account programs, access to third-party asset managers, and custody services.

Client services

Based on Commonwealth Financial Network

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Commonwealth Financial Network

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy

Occupation focus

Based on Commonwealth Financial Network

Founder/Business Owner Executive Retired

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Fee options

Fixed

Flat or fixed fees available for consulting services, including wealth management, retirement plan consulting, and HSA consulting.

Percentage

$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%

Commissions

Advisors may receive commissions on securities transactions and insurance products; additional transaction charges may apply in certain programs.

Project-based

Up to $500 per hour for consulting services.

Other

Account minimum: $1,000 Fee-only: Annual fees negotiable; fees based on percentage of assets under management; no performance-based fees.

Location

See office

Freedom, NH

Freedom NH

Advisors at this office

1

Most active in

Massachusetts · New Hampshire

Work history

11 years of industry experience

Commonwealth Financial Network

2024 - Present • 2 years

Waltham, MA

PIN Wealth, LLC

2022 - Present • 4 years

North Reading, MA

Purshe Kaplan Sterling Investments, Inc

2022 - 2024 • 2 years

Albany, NY

Securities America, Inc.

2017 - 2022 • 5 years

North Reading, MA

Securities America Advisors

2017 - 2022 • 5 years

North Reading, MA

National Planning Corporation

2013 - 2017 • 4 years

North Reading, MA

Life Insurance Agency

2011 - 2024 • 13 years

North Reading, MA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Janice A

Series 65

Center Conway, NH

Rockworth Investment Services LLC

Janice Ainsworth is a financial advisor with Rockworth Investment Services LLC, holding a Series 65 designation and 16 years of industry experience. She has been with Rockworth Investment Services since its founding in 2010 and also maintains a long-standing career with RE/MAX Presidential in real estate. Rockworth Investment Services provides continuous, discretionary portfolio and asset management to individuals, corporate plans, and trusts. The firm employs an active, tactical investment approach favoring ETFs and individual stocks, with frequent monitoring and portfolio adjustments in response to market developments.

Active portfolio management Real estate investing
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Alexander F

Series 65, Series 63

Limerick, ME

Empower Advisory Group

Alexander Fallon is a financial advisor with Empower Advisory Group, holding Series 65 and Series 63 licenses and one year of industry experience. His prior work includes positions at Fifth Third Bank, Alliance Financial Group, and various roles outside finance, such as at Stockbridge Golf Club and Spring Run Golf Club. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing within client-selected plan lineups.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Clark W

Series 66, Series 63

West Baldwin, ME

Empower Advisory Group

Clark Welch is a financial advisor at Empower Advisory Group with 26 years of industry experience. He holds Series 66 and Series 63 designations and previously worked at Gwfs Equities, Inc. for 11 years. Welch serves on the board of directors for Derry Pathfinders, a nonprofit snowmobile club. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage clients, using an integrated model aligned with Empower’s recordkeeping platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Brent H

CFP®, Series 63, Series 65

Albany, NH

OSAIC

Brent Holcombe is a CFP®-designated financial advisor with 33 years of industry experience. He is currently affiliated with Osaic Wealth, Inc. and has spent a significant portion of his career at Fidelity Investments and its related entities. His experience spans various advisory roles within these firms. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and a range of investment options across discretionary and non-discretionary accounts.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Vincent O

Series 66

Conway, NH

Edward Jones

Vincent Osgood is a financial advisor at Edward Jones with five years of industry experience. He previously worked at Norway Savings Bank for seven years. Outside of his advisory role, he serves on the finance committee and works as a trustee and ticket superintendent for the West Oxford Agricultural Society in Fryeburg, ME. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of financial needs. The firm manages approximately $1.01 trillion in assets and offers both discretionary and non-discretionary investment strategies, supported by a nationwide network of over 23,000 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Gregory P

Series 66

West Newfield, ME

Thrivent Investment Management

Gregory Powers is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 24 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he serves as Junior Warden on the Vestry of St. John the Baptist Episcopal Church, participating in property management and church operations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers a managed-account program and periodic plan reviews, emphasizing planning delivered through a large network of financial advisors rather than institutional portfolio management.

Business ownership considerations
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