New Philadelphia, OH 442 West High Ave Office

Team
Updated today

Client AUM

$202,307,647,471

Clients

355,973

Advisors

3

Of 2,776 advisors across 1,213 offices

Location

442 West High Ave

New Philadelphia OH 44663

Advisors at this office

3

Advisors at this office

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Brian P

ChFC®, Series 66

New Philadelphia, OH

Commonwealth Financial Network

Brian Proctor is a financial advisor with Commonwealth Financial Network, holding the ChFC® and Series 66 designations and bringing 25 years of industry experience. He has worked at Commonwealth Financial Network since 2007 and is a part owner and manager of MaPP Investment Service, LLC. 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 supports its advisors with operations, trading, technology, investment management, compliance, and practice-management services.

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

Series 66

New Philadelphia, OH

Commonwealth Financial Network

Lukas Burch is a financial advisor with Commonwealth Financial Network, holding the Series 66 designation and bringing four years of industry experience. His prior roles include positions at MaPP Investment Service, LLC, Tekton Engineering, and Hummel Group Inc. He is also involved in fixed insurance sales and referrals to Pipes Insurance Service, LTD. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while offering operations, technology, and compliance 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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Austin F

Series 66

New Philadelphia, OH

Commonwealth Financial Network

Austin Fearon is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and two years of industry experience. He has worked at Commonwealth Financial Network and MaPP Investment Service, LLC since 2023 and previously was employed at the University of Mount Union and Garaway High School. His other business activities include fixed insurance sales conducted at his branch location. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including wealth management, retirement plan consulting, and discretionary model portfolios, while acting as a platform and operations provider for 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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