Albuquerque, NM Academy Rd NE Office

Team
Updated today

Client AUM

$202,307,647,471

Clients

355,973

Advisors

6

Of 2,776 advisors across 1,215 offices

Location

6759 Academy Rd NE

Albuquerque NM 87109

Advisors at this office

6

Advisors at this office

user avatar

Marilyn W

Series 63, Series 65

Albuquerque, NM

Commonwealth Financial Network

Marilyn Wood is a financial advisor with Commonwealth Financial Network based in Albuquerque, NM. She holds Series 63 and Series 65 credentials and has 31 years of industry experience. Prior to joining Commonwealth and co-owning Winslow Wood & Associates, LLC in 2017, she worked at INVEST Financial Corp. from 2008 to 2017. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support including investment management, technology, compliance, and practice management. The firm offers discretionary model portfolios and customizable program structures designed to meet diverse client needs.

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

Kayla H

Series 63, Series 66, Series 65

Albuquerque, NM

Commonwealth Financial Network

Kayla Hebb is a financial advisor at Commonwealth Financial Network with 12 years of industry experience. She holds the Series 63, Series 66, and Series 65 designations and has worked at firms including Cambridge Investment Research Advisors, Inc. and Cloak Advisors, LLC. She is also involved with the nonprofit Helping Other People Everywhere (HOPE). Commonwealth Financial Network serves a national network of approximately 2,900 advisors, managing roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs and access to third-party asset managers, supporting a wide range of individual and institutional clients.

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

Sara A

Series 63, Series 65

Albuquerque, NM

Commonwealth Financial Network

Sara Arnold is a financial advisor with Commonwealth Financial Network in Albuquerque, NM, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at Winslow Wood & Associates, LLC and Invest Financial Corporation. Outside of advisory work, she operates a tax preparation service. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services, including discretionary model portfolios and personalized investment strategies. The firm provides operations, trading, technology, compliance, and practice-management support while allowing advisors discretion in constructing client portfolios.

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

Sherri H

Series 66

Albuquerque, NM

Commonwealth Financial Network

Sherri Harris is a financial advisor with Commonwealth Financial Network in Albuquerque, NM, holding a Series 66 designation and 12 years of industry experience. She has worked at Commonwealth since 2017 and previously spent 10 years at Invest Financial Corp. and 19 years at Winslow Wood & Associates, LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, technology, compliance, and operational support, allowing advisors discretion in portfolio construction alongside access to proprietary model portfolios and a range of investment solutions.

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

Enjoli M

Series 66

Albuquerque, NM

Commonwealth Financial Network

Enjoli Mendoza is a financial advisor at Commonwealth Financial Network with 11 years of industry experience. She holds a Series 66 designation and has worked at Winslow Wood & Associates, LLC and INVEST Financial Corp. Mendoza is a co-owner of Winslow Wood & Associates, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing advisory programs, wealth management, and retirement plan consulting. The firm offers a range of investment solutions and supports affiliated advisors with operations, technology, compliance, and practice management.

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

Larry B

CFP®, Series 66

Albuquerque, NM

Commonwealth Financial Network

Larry Brown is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2017. He has prior experience at INVEST Financial Corp and operates Rob Brown LLC. His outside activities include managing an investment-related business under Rob Brown LLC called Invest for Life. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors, offering a variety of advisory programs and services. The firm provides operations, technology, investment management, and compliance support while allowing advisors discretion in portfolio construction and access to proprietary model portfolios.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")