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Steven B
Series 66
Cedar Rapids, IA
Commonwealth Financial Network
Steven Bragg is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and five years of industry experience. He previously worked at Principal Securities Inc, Principal Life Insurance Company, Strategic Financial Solutions, and Edward Jones. Bragg also engages in fixed insurance sales as a secondary business activity. 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 extensive operations, technology, and compliance resources.
Jordan K
CFP®, Series 66
Cedar Rapids, IA
Commonwealth Financial Network
Jordan Kuehner is a CFP® professional with nine years of industry experience, currently with Commonwealth Financial Network since 2022. His prior roles include positions at Principal Life Insurance Company and Goldman Sachs. Kuehner also engages in fixed insurance sales as a notable outside business activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm provides a comprehensive adviser-support platform featuring discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and various investment options including mutual funds, ETFs, and personalized indexing.
Jeffrey H
Series 63, Series 65
Cedar Rapids, IA
Commonwealth Financial Network
Jeffrey Haugse is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 23 years of industry experience. His prior roles include positions at Principal Securities, Strategic Financial Solutions, and Principal Life Insurance Company. He is also involved in fixed insurance sales as a secondary business activity. 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 about $212.7 billion in client assets. The firm provides adviser support through managed-account programs, third-party asset managers, retirement consulting, and custody services.
Lawrence W
CFP®, Series 63
Cedar Rapids, IA
Commonwealth Financial Network
Lawrence Witzel is a CFP® professional with 36 years of experience in the financial services industry. He is currently with Commonwealth Financial Network and has previously worked at Principal Securities Inc and Principal Life Insurance Company. Outside of his advisory work, he is involved in agricultural operations, including corn and soybean production, and co-owns Witzel Farms, 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 hundreds of thousands of clients. The firm provides a broad platform of managed-account programs, third-party asset manager access, and custody services.
Bert M
CFP®, Series 66
Cedar Rapids, IA
Commonwealth Financial Network
Bert Mcclintock is a CFP® professional affiliated with Commonwealth Financial Network, with 25 years of experience in the financial industry. He has worked at Commonwealth since 2022 and previously held roles at Principal Securities Inc. and Principal Life Insurance Company. He is a co-owner of Strategic Financial Solutions, LLC, a private entity focused on securities, advisory, and insurance services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and their individual and institutional clients. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.
Brian B
CFP®, Series 63, Series 65
Cedar Rapids, IA
Commonwealth Financial Network
Brian Brandt is a CFP® professional with over 31 years of experience in the financial services industry. He is currently with Commonwealth Financial Network, where he has worked since 2022, and has prior experience with Strategic Financial Solutions and Principal Securities. Brandt is also involved in fixed insurance sales. 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 over $212 billion in client assets. The firm offers a range of managed-account programs, third-party asset manager access, and back-office support services.
David S
CFP®, Series 66
Cedar Rapids, IA
Commonwealth Financial Network
David Spanier is a CFP® professional with nine years of experience in the financial services industry, currently serving as an advisor at Commonwealth Financial Network. Prior to joining Commonwealth, he worked at Thrivent Financial from 2017 to 2022. Outside of advising, he is involved in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm offers a broad range of managed-account programs and access to third-party asset managers, combining discretionary and nondiscretionary services along with custody and clearing solutions.
Austin L
Series 66
Cedar Rapids, IA
Commonwealth Financial Network
Austin Lackey is a financial advisor with Commonwealth Financial Network in Cedar Rapids, IA. He holds the Series 66 designation and has been in the industry since 2025. Prior to his current role, he worked at RSM US LLP and Forvis Mazars. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a variety of advisory programs and services. The firm supports its affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.
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