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Uwe Fred Schweikert

Advisor at Commonwealth Financial Network — Pittsboro, NC

Updated today

Credentials

Series 63, Series 66

Experience

36 years

Location

Pittsboro, NC

Commonwealth Financial Network logo

Commonwealth Financial Network

Enterprise

Total advisors

2,692

Across 1,183 offices

Clients per advisor

132 Very High

Avg AUM per client

$568,323 High

HNW client ratio

12% Typical

About

Uwe Schweikert is a financial advisor with Commonwealth Financial Network who holds Series 63 and Series 66 credentials and has 36 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 27 years before joining Commonwealth in 2017. 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 around $213 billion in client assets. The firm provides 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

Pittsboro, NC

Pittsboro NC

Advisors at this office

2

Most active in

North Carolina · Texas

Work history

36 years of industry experience

Commonwealth Financial Network

2017 - Present • 9 years

Waltham, MA

Ameriprise Financial Services, Inc.

1990 - 2017 • 27 years

Raleigh, NC

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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Christopher F

Series 65

New Hill, NC

Confiance Financial LLC

Christopher Fauchier Nobles is the President and Chief Compliance Officer of Confiance Financial LLC and holds a Series 65 designation. He has experience in investor communications and back-office technology platforms through his executive role at BetaNXT and a prior tenure at Mediant Communications Inc. Confiance Financial provides discretionary investment management and comprehensive financial planning to individual clients, including high-net-worth individuals. The firm uses a fundamental, primarily long-term investment approach and incorporates diversified mutual funds, ETFs, and individual securities, while also employing third-party independent managers to execute strategies.

General retirement planning Income planning General tax planning Wealth management Cash flow / budgeting
user avatar

William B

CFP®, Series 65

Chapel Hill, NC

Maze Financial Planning

William Bunch II is a CFP® and holds a Series 65 license, with 10 years of experience in financial advising. He is the sole advisor at Maze Financial Planning in Chapel Hill, NC, where he has worked since 2016. Maze Financial Planning provides investment management and financial planning services to individuals as well as private foundations, charitable organizations, and participant-directed retirement plans. The firm emphasizes long-term, diversification-centered strategies based on Modern Portfolio Theory and offers fiduciary plan advice, participant education, and monitoring of plan investments.

ESG / Sustainable investing
user avatar

William N

CFP®, Series 66

Chapel Hill, NC

Newcomb Financial Advisors, LLC

William Newcomb is a CFP® and holds a Series 66 license with 16 years of experience in financial advising. He founded Newcomb Financial Advisors, LLC in Chapel Hill, NC, where he has been the sole advisor since 2010. Newcomb Financial Advisors is an independent, fee-only firm serving individuals, trusts, estates, and small businesses with financial planning and investment management. The firm employs a core-and-satellite investment approach focused on strategic asset allocation, managing approximately $13.9 million across 14 clients, primarily on a discretionary basis.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Passive / index investing
user avatar

Ryan G

CFP®, Series 63, Series 65

Chapel Hill, NC

Tarheel Advisors, LLC

Ryan Glover is a CFP® with 18 years of industry experience, currently serving as an advisor at Tarheel Advisors, LLC since 2009. Based in Chapel Hill, NC, he holds Series 63 and Series 65 licenses. Tarheel Advisors provides discretionary wealth management and comprehensive financial planning to individuals, families, trusts, retirement plan sponsors, non-profits, and corporations. The firm emphasizes customized portfolios with diversification and risk management, and it also offers retirement plan consulting and business advisory services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Business succession planning Options & derivatives strategies Engineering Professional Founder/Business Owner Attorney Doctor or Medical Professional Educators, Teachers, and Academics
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Matthew R

Series 65

Pittsboro, NC

Millennium Planning Group, LLC

Matthew Rubush is a financial advisor at Millennium Planning Group, LLC with four years of industry experience. He holds a Series 65 designation and has prior experience as a CPA and tax professional, including operating his own bookkeeping and tax firm. Outside of his advisory role, he serves as president of Old House Bookkeeping & Tax, LLC, where he prepares tax returns and provides bookkeeping and tax planning services. Millennium Planning Group, LLC offers investment advisory and financial planning services to individuals, charitable organizations, and business entities, managing approximately $34 million in client assets. The firm employs a mix of analytical approaches and provides ongoing portfolio management, including oversight of third-party managers, with services extending to retirement plan consulting and investment management within insurance contract subaccounts.

Annuities College savings (529s, UTMA, etc.) Life insurance needs analysis Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Executive
user avatar

Walter H

CFP®, Series 63, Series 65

Chapel Hill, NC

Tarheel Advisors, LLC

Walter Hinson is a CFP® professional with 19 years of experience in financial advising. He has been with Tarheel Advisors, LLC in Chapel Hill, NC since 2009. Outside of his advisory role, he manages a rental home in Surf City, NC. Tarheel Advisors serves individuals, families, trusts, retirement plan sponsors, non-profits, and corporations, offering discretionary wealth management and comprehensive financial planning. The firm emphasizes customized portfolios, risk management, and conducts regular account reviews, alongside providing retirement plan consulting and broader business advisory services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Business succession planning Options & derivatives strategies Engineering Professional Founder/Business Owner Attorney Doctor or Medical Professional Educators, Teachers, and Academics
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