Plymouth, MN Office

Team
Updated today

Client AUM

$202,307,647,471

Clients

355,973

Advisors

4

Of 2,786 advisors across 1,206 offices

Location

2 Carlson Parkway, Suite 330

Plymouth MN 55447

Advisors at this office

4

Advisors at this office

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Jason R

Series 63

Plymouth, MN

Commonwealth Financial Network

Jason Rein is a financial advisor with Commonwealth Financial Network in Plymouth, MN, holding a Series 63 designation and 33 years of industry experience. He has been a member and co-owner of The Rein Group since 2006 and is involved in offering Medicare and health insurance classes through Beyond Medicare. Additionally, he is a managing partner of EducateU LLC, which provides investment-related services. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support including operations, trading, compliance, and practice management. The firm offers discretionary model portfolios and various program structures designed to support affiliated advisors in delivering investment and wealth 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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Jeffrey A

CFP®, Series 63

Plymouth, MN

Commonwealth Financial Network

Jeffrey Allen is a financial advisor with Commonwealth Financial Network in Plymouth, MN, holding the CFP® designation and Series 63 license. He has 25 years of industry experience and has been a partner and 24.5% owner of The Rein Group, a securities and insurance business, since 2006. Additionally, he is involved with Beyond Medicare, providing Medicare and health insurance classes and consulting services, and is a senior partner in EducateU LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who typically provide advice under Commonwealth’s supervision.

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

Series 66

Plymouth, MN

Commonwealth Financial Network

Aaron Rein is a financial advisor with Commonwealth Financial Network in Plymouth, MN, holding a Series 66 designation and one year of industry experience. His work history includes roles at Commonwealth Financial Network and The Rein Group, as well as earlier positions at Blue Ops and the University of St. Thomas. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing around $212.7 billion in client assets. The firm provides a wide range of advisory support, including managed-account programs, access to third-party asset managers, and custody services.

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

CFP®, Series 63, Series 66

Plymouth, MN

Commonwealth Financial Network

Steven Blandino is a CFP® professional affiliated with Commonwealth Financial Network, with 30 years of industry experience. He has been a partner at The Rein Group, LLC, an entity focused on securities and insurance business, since 2006. Additionally, he is involved with EducateU LLC, which provides investment-related services, and offers Medicare and health insurance classes and consultations through Beyond Medicare. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and access to discretionary 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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