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Nancy K
CFP®, Series 63
Lakeside, MT
Commonwealth Financial Network
Nancy Kornblum is a CFP® with 27 years of industry experience, currently affiliated with Commonwealth Financial Network in Lakeside, MT. She has worked at Commonwealth since 2008 and previously held a position at Ameriprise from 2002 to 2008. Kornblum is also co-owner and managing partner of a private real estate holding company that owns the building housing her branch office. 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 provides a broad platform including discretionary and nondiscretionary managed account programs, access to third-party asset managers, retirement consulting, and custody services.
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