Poulsbo, WA 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
2
Of 2,786 advisors across 1,206 offices
Location
Poulsbo WA
Advisors at this office
2
Advisors at this office
Tyler W
Series 66
Poulsbo, WA
Commonwealth Financial Network
Tyler Walters is a financial advisor at Commonwealth Financial Network with one year of industry experience. He holds the Series 66 designation and has worked at Walters Wealth Management and Charger Ranch LLC prior to his current role. 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 hundreds of thousands of clients. The firm offers a broad platform that includes managed-account programs, access to third-party asset managers, and custody services.
Nathan W
ChFC®, Series 63, Series 65
Poulsbo, WA
Commonwealth Financial Network
Nathan Walters is a financial advisor with Commonwealth Financial Network and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 34 years of industry experience, including prior roles at LPL Financial and Princor Financial Services Corp. Walters is also the owner of Walters Wealth Management, 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 affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management services.
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