Gig Harbor, WA Harborview Drive Office

Team
Updated today

Client AUM

$202,307,647,471

Clients

355,973

Advisors

2

Of 2,786 advisors across 1,206 offices

Location

3010 Harborview Drive, Suite #301

Gig Harbor WA 98335

Advisors at this office

2

Advisors at this office

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Edward G

CFP®, ChFC®, Series 63, Series 65

Gig Harbor, WA

Commonwealth Financial Network

Edward Grogan IV is a financial advisor with Commonwealth Financial Network in Gig Harbor, WA, holding CFP® and ChFC® designations and over 32 years of industry experience. He has been with Commonwealth Financial Network since 2005 and serves as President and Owner of Summit Wealth Management, a firm facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors, offering a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operational, trading, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

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

Series 63, Series 65

Gig Harbor, WA

Commonwealth Financial Network

Dag Olov Brandfors is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Commonwealth Financial Network since 2009. Outside of his advisory role, he is president and co-owner of Steilacoom Investments Co., a private entity involved in securities and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $210 billion in client assets. The firm offers a broad platform including managed-account programs, access to third-party asset managers, and custody services, serving both individual and institutional clients.

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