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Terry Scott Sebranek

Advisor at Commonwealth Financial Network — Richland Center, WI E. Robb Road

Updated today

Credentials

Series 66

Experience

20 years

Location

Richland Center, WI 53581

Commonwealth Financial Network logo

Commonwealth Financial Network

Enterprise

Total advisors

2,776

Across 1,215 offices

Clients per advisor

128 Very High

Avg AUM per client

$568,323 High

HNW client ratio

12% Typical

About

Terry Sebranek is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 20 years of industry experience. He previously worked at Rewald, Sebranek & Frawley, LLC, and is currently co-owner of RSF, LLC, a private entity facilitating securities, advisory, and insurance business. Additionally, he is involved in tax preparation through RSF Group, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $213 billion in client assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, 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

Richland Center, WI E. Robb Road

45 E. Robb Road, Box 420

Richland Center WI 53581

Advisors at this office

3

Most active in

Wisconsin

Work history

20 years of industry experience

RSF, LLC

2025 - Present • 1 year

Richland Center, WI

Commonwealth Financial Network

2016 - Present • 10 years

Waltham, MA

Rewald, Sebranek & Frawley, LLC

2014 - 2025 • 11 years

Richland Center, WI

Disclosures

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

Business activities & affiliations

user avatar

Joseph B

Series 66

Richland Center, WI

Commonwealth Financial Network

Joseph Brown is a financial advisor with Commonwealth Financial Network in Richland Center, WI, holding a Series 66 designation and eight years of industry experience. He has worked at Commonwealth since 2016 and is also a co-owner of RSF, LLC. Brown serves as a board member of Ithaca Public School. Commonwealth Financial Network is a registered investment adviser supporting a national network of advisors and their clients with a range of advisory programs, including discretionary model portfolios and customized investment solutions. The firm provides operations, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Brandi W

Series 63, Series 65

Blue River, WI

Commonwealth Financial Network

Brandi Walton is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 designations and 14 years of industry experience. She has been associated with Commonwealth Financial Network and WCCU Investment Consultants since 2012. Outside of her financial career, she has worked as a waitress at Mellem Fish House for 10 years and is an independent consultant selling personal care and cleaning products. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform including managed-account programs, third-party asset manager access, and custody/clearing services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
user avatar

Donald B

Series 63, Series 65

Cazenovia, WI

Principal Financial Services

Donald Brovick is a financial advisor with Principal Financial Services in Cazenovia, WI, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. He has worked at Principal Financial Services and Principal Life Insurance Company since 2016. In addition to his advisory role, Brovick serves as a Bank/Trust Officer for Principal Bank and Principal Trust Company, supporting retirement plan account relationships across multiple Principal entities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active‑duty U.S. military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third‑party money manager asset allocation and separately managed account solutions.

Retired Founder/Business Owner
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Kaleb F

Series 66

Richland Center, WI

Commonwealth Financial Network

Kaleb Frawley is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 14 years of industry experience. He is co-owner of RSF Group, LLC, which provides tax preparation services. Kaleb’s prior work includes eleven years at Rewald, Sebranek & Frawley, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and their individual and institutional clients, managing approximately $212.7 billion in assets. The firm offers a broad adviser support platform with managed-account programs, access to third-party asset managers, and custody/clearing services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
user avatar

Kim L

ChFC®, Series 63

Richland Center, WI

Eagle Strategies (NY Life)

Kim Luckey is a financial advisor with Eagle Strategies (NY Life) in Richland Center, WI, holding the ChFC® and Series 63 designations and bringing 30 years of industry experience. His work history includes roles at New York Life Insurance Company and Nylife Securities Inc. since the mid-1990s, and he currently operates Prosper Financial Strategies, LLC. Outside of his advisory work, Luckey serves on the board and finance committee of The Richland Hospital Foundation and is involved in local youth sports officiating. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive

Kevin B

Series 66

Richland Center, WI

Edward Jones

Kevin Bartels is a financial advisor with Edward Jones in Richland Center, WI, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones, he worked at First Hand Foods and Nu-Pak. Outside of his advisory role, Bartels owns and operates Riverview Farm, a family farm in Muscoda, WI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.

College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner
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