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Kevin M
CFP®, Series 63
Portage, MI
Commonwealth Financial Network
Kevin Mazer is a CFP® with 42 years of industry experience, currently affiliated with Commonwealth Financial Network since 2005. He is the sole owner of a vehicle and computer restoration company and serves as an elected precinct delegate for Texas Township Precinct 5 in Kalamazoo, MI. 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 $200 billion in client assets. The firm provides a broad platform including discretionary and nondiscretionary managed account programs, third-party asset manager access, and custody services.
James P
Series 63, Series 66
Portage, MI
Commonwealth Financial Network
James Parker is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and 34 years of industry experience. He has been with Commonwealth Financial Network since 2005. Outside of advising, he is a 25% owner of an entity that owns the branch office building in Portage, MI. 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, managing over $212 billion in assets. The firm provides a broad platform including discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services.
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