Oakmont, PA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$202,307,647,471
ClientsTotal clients
355,973
AdvisorsAdvisors at this office
3
Of 2,776 advisors across 1,211 offices
Location
434 Allegheny River Blvd, Suite 201
Oakmont PA 15139
Advisors at this office
3
Advisors at this office
Daniel K
Series 66
Oakmont, PA
Commonwealth Financial Network
Daniel Kruper is a financial advisor at Commonwealth Financial Network with 12 years of industry experience. He holds a Series 66 designation and has worked at Citizens Securities, Inc., PINNACLE Financial Strategies, and 3Rivers Financial, where he is also a co-owner. Kruper operates Kruper Wealth Management, LLC, a private entity involved in securities, advisory, and insurance services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a broad range of managed account programs, third-party asset manager access, retirement consulting, and custody services.
Anthony S
Series 63, Series 65
Oakmont, PA
Commonwealth Financial Network
Anthony Shatley is a financial advisor with Commonwealth Financial Network and holds Series 63 and Series 65 designations. He has eight years of industry experience, including roles at 3Rivers Financial, PINNACLE Financial Strategies, and Citizens Securities, Inc. He is also co-owner of 3Rivers Financial and owner of Shatley Wealth Management, LLC. 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 back-office support, including investment management, compliance, and technology services.
Danielle P
Series 66
Oakmont, PA
Commonwealth Financial Network
Danielle Patterson is a financial advisor at Commonwealth Financial Network with 15 years of industry experience. She holds a Series 66 designation and has previously worked at Citizens Securities, Inc., PINNACLE Financial Strategies, and currently co-owns 3Rivers Financial. Patterson also owns Patterson Wealth Planning, LLC, which supports her securities, advisory, and insurance 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.
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