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Chad Z

Series 63, Series 65

West Fargo, ND

Commonwealth Financial Network

Chad Zimmerman is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at Wells Fargo Advisors and RBC Capital Markets. He is also co-owner of NorthStar Financial Group, LLC. Commonwealth Financial Network serves a national network of advisors and their clients by providing a range of advisory programs and comprehensive back-office support, including investment management, trading, compliance, and technology services. The firm offers customizable portfolio solutions and discretionary model portfolios managed by its Investment Management and Research team.

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

Series 66

West Fargo, ND

Commonwealth Financial Network

Devon Kelly is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and three years of industry experience. Prior to joining Commonwealth, he worked at Wells Fargo Advisors and NorthStar Financial Group. Outside of his advisory role, Kelly coaches for the West Fargo Hockey Association. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm offers a range of advisory programs and services, including wealth management and retirement plan consulting, and provides operational, trading, technology, compliance, and practice-management support to affiliated advisors.

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

Series 63, Series 65

West Fargo, ND

Commonwealth Financial Network

Jonathon Anas is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He previously worked at Wells Fargo Advisors for 10 years and is co-owner of NorthStar Financial Group, LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and support services, including model portfolios managed by its Investment Management and Research team, and provides operations, technology, compliance, and practice-management resources to affiliated advisors.

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

Series 63, Series 66

West Fargo, ND

Commonwealth Financial Network

Jay Stibbe is a financial advisor at Commonwealth Financial Network with 30 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors for ten years. Stibbe is also involved in managing farmland through an irrevocable trust and co-owns a commercial real estate entity in West Fargo, ND. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports advisors with operations, trading, technology, compliance, and practice management while offering a range of investment products and model portfolios.

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