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Steven R

Series 66

Stuart, FL

Commonwealth Financial Network

Steven Rusnak III is a financial advisor with Commonwealth Financial Network in Stuart, FL, holding a Series 66 designation and possessing 20 years of industry experience. He has been with Commonwealth since 2007 and is also associated with Strategic Retirement Group since 2005. 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 offers a variety of advisory programs and support services, including discretionary model portfolios and customized investment solutions.

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

Series 66

Stuart, FL

Commonwealth Financial Network

Michael Hartman is a Series 66-licensed advisor with Commonwealth Financial Network in Stuart, FL, where he has worked since 2007. He has 23 years of industry experience, including five years at Strategic Retirement Group. Hartman is also the sole owner of Hartman Financial Services, LLC, which operates a securities business. 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 adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

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

Series 66

Stuart, FL

Commonwealth Financial Network

Brian Ake is a financial advisor at Commonwealth Financial Network with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill. Outside of advising, he is involved in fixed insurance sales on a limited basis. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that serves a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

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