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Maryjo S

Series 63

Oregon, WI

Commonwealth Financial Network

Maryjo Shepler is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 39 years of industry experience. She has been with Commonwealth since 2005. In addition to her advisory role, she is involved in fixed insurance sales as an agent. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including investment management, compliance, and technology services, enabling advisors to offer customized portfolio solutions.

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