Salt Lake City, UT South Wasatch Blvd. 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
15
Of 2,776 advisors across 1,214 offices
Location
4525 South Wasatch Blvd., Suite 250
Salt Lake City UT 84124
Advisors at this office
15
Advisors at this office
Marcus P
Series 63, Series 65
Salt Lake City, UT
Commonwealth Financial Network
Marcus Pinnock is a financial advisor with Commonwealth Financial Network in Salt Lake City, UT, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Commonwealth since 2002. Outside of his advisory role, he owns several small businesses unrelated to investments, including Gil Corporation and Cram, Inc., which manage retirement and medical expense plans. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs, wealth management, and retirement plan consulting services, with an emphasis on operations, technology, compliance, and practice-management support for affiliated advisors.
Jonathan P
Series 63, Series 65
Salt Lake City, UT
Commonwealth Financial Network
Jonathan Pinnock is a financial advisor with Commonwealth Financial Network in Salt Lake City, UT, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. He has been with Commonwealth since 2002. Outside of his advisory role, he is a co-owner of entities related to recreational assets, including a boat and an airplane. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and support services, allowing advisors discretion in portfolio construction and providing managed model portfolios through its Investment Management and Research team.
Breck F
Series 63
Salt Lake City, UT
Commonwealth Financial Network
Breck Fullmer is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 26 years of industry experience. He has worked at John Hancock Mutual Life, Signator Investors, and Huntsman Cancer Institute since 1999. Outside of his advisory work, he is involved in several business ventures, including ownership interests in financial and real estate entities. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, providing operational, trading, technology, and compliance support while allowing advisors discretion in portfolio construction.
Zachary B
CFP®, Series 63, Series 65
Salt Lake City, UT
Commonwealth Financial Network
Zachary Bitner is a CFP® professional with seven years of industry experience, currently affiliated with Commonwealth Financial Network. His prior work includes over a decade at Alta Capital Management. Outside of his advisory role, he is co-owner of Roni Ranch, LLC, an entity involved in managing commercial real estate in Utah. Commonwealth Financial Network serves a national network of nearly 3,000 advisors, providing a range of advisory programs and support services that include investment management, technology, and compliance, enabling advisors to offer tailored portfolio solutions under the firm’s supervision.
Justin B
CFP®, ChFC®, Series 63, Series 65
Salt Lake City, UT
Commonwealth Financial Network
Justin Bitner is a financial advisor with Commonwealth Financial Network in Salt Lake City, UT. He holds the CFP® and ChFC® designations and has 30 years of industry experience, including 24 years with Commonwealth. Bitner is president and owner of JGB Financial Services, Inc., and part owner of Sterling Financial Group, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, technology, investment management, and compliance while offering access to a broad range of securities and insurance products.
Kaitlin C
Series 66
Salt Lake City, UT
Commonwealth Financial Network
Kaitlin Cochran is a Series 66-credentialed financial advisor with Commonwealth Financial Network, based in Salt Lake City, UT. She has one year of industry experience and has been with Commonwealth Financial Network and Sterling Financial Group in overlapping roles since 2015. 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 individual and institutional clients. The firm offers a range of managed-account programs and access to third-party asset managers, supporting clients with a comprehensive platform that includes discretionary and nondiscretionary portfolio options and custody services.
Paul M
Series 63
Salt Lake City, UT
Commonwealth Financial Network
Paul Mathewson is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 27 years of industry experience. He has been with Commonwealth since 2002. Outside of his advisory role, he owns a window cleaning business. 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 operational support, allowing advisors discretion in portfolio construction alongside managed model portfolios and specialized program options.
Sean H
CFP®, Series 66
Salt Lake City, UT
Commonwealth Financial Network
Sean Hoffecker is a CFP®-designated financial advisor with 14 years of industry experience. He is currently affiliated with Commonwealth Financial Network and Sterling Financial Group, and has previously worked at Ameriprise Financial Services, Avantra Family Wealth, Bank of America, and Merrill. Hoffecker also engages in fixed insurance sales as a minor business activity. 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 offers a broad platform that includes managed-account programs, third-party asset manager access, and custody services.
Fred S
Series 63, Series 65
Salt Lake City, UT
Commonwealth Financial Network
Fred Scheffner is a financial advisor with Commonwealth Financial Network in Salt Lake City, UT, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has been with Commonwealth since 2002. Outside of his advisory role, he is president of Fred Scheffner, Inc., an entity created to process operating expenses related to his securities practice. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and services and provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.
Jared H
CFP®, Series 66
Salt Lake City, UT
Commonwealth Financial Network
Jared Horner is a financial advisor with Commonwealth Financial Network, holding CFP® and Series 66 designations and bringing 27 years of industry experience. He has been with Commonwealth since 2002. Outside of his advisory role, he serves as president of a family office consulting business through JSH Consulting, Inc. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and support services, including wealth management and retirement plan consulting, and provides discretionary model portfolios managed by its Investment Management and Research team.
John R
Series 66
Salt Lake City, UT
Commonwealth Financial Network
John Raybould is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 28 years of industry experience. He has been with Commonwealth since 2002. Outside of his advisory role, he is president and owner of JR Consulting, Inc., a privately held company operating a securities 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 managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.
Eric W
Series 66
Salt Lake City, UT
Commonwealth Financial Network
Eric Williams is a financial advisor with Commonwealth Financial Network in Salt Lake City, UT, holding a Series 66 designation and 23 years of industry experience. He has been associated with Sterling Financial Group since 2002, where he is also a co-owner. Outside of his advisory role, he owns EDW Management, LLC, a private entity established to facilitate securities, advisory, and insurance business. 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 services. The firm acts as a back-office and platform provider, offering support in operations, trading, technology, investment management, compliance, and practice management.
Tyler J
Series 66, Series 63
Salt Lake City, UT
Commonwealth Financial Network
Tyler Jones is a financial advisor at Commonwealth Financial Network with four years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at North Capital, Matix Labs LLC, Black Diamond Equipment, and Liberty Mountain Sports. Jones also spends a small portion of his time conducting fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 affiliated advisors and manages roughly $212.7 billion in client assets. The firm provides a broad platform including managed-account programs, access to third-party asset managers, and custody services, allowing advisors to tailor portfolios using both internal models and external platforms.
Travis N
Series 63, Series 65
Salt Lake City, UT
Commonwealth Financial Network
Travis Nordgren is a financial advisor with Commonwealth Financial Network in Salt Lake City, UT, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Commonwealth since 2002. Outside of his advisory role, he serves as president of TWN I, Inc., an entity created for securities business. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients with a range of advisory programs and services, including wealth management and retirement plan consulting. The firm offers extensive operational, trading, and compliance support while allowing advisors discretion in portfolio construction alongside managed model portfolios developed by its Investment Management and Research team.
Connor N
Series 63, Series 65
Salt Lake City, UT
Commonwealth Financial Network
Connor Nordgren is a financial advisor with Commonwealth Financial Network in Salt Lake City, UT, holding Series 63 and Series 65 credentials and three years of industry experience. Prior to his current role, he has worked at Sterling Financial Group and Fidelity Investments, among other positions. He is also involved in fixed insurance sales as a side business. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and hundreds of thousands of individual and institutional clients, managing roughly $213 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody/clearing services.
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