Womelsdorf, PA Office

Team
Updated today

Client AUM

$202,307,647,471

Clients

355,973

Advisors

2

Of 2,776 advisors across 1,215 offices

Location

4119 Conrad Weiser Parkway

Womelsdorf PA 19567

Advisors at this office

2

Advisors at this office

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Brian F

Series 63, Series 66

Womelsdorf, PA

Commonwealth Financial Network

Brian Fisher is a financial advisor with Commonwealth Financial Network, holding the Series 63 and Series 66 designations and bringing 26 years of industry experience. He has worked at Commonwealth since 2018 and previously was affiliated with Wells Fargo Advisors Financial Network LLC from 2010 to 2018 while also operating Fisher Financial Associates since 2010. 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 over $210 billion in client assets. The firm provides a broad adviser-support platform 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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Donald H

Series 66

Womelsdorf, PA

Commonwealth Financial Network

Donald Haverstick is a financial advisor with Commonwealth Financial Network and holds a Series 66 designation. He has eight years of industry experience, including prior roles at Wells Fargo Advisors and M&T Bank. He is also part owner of Haverstick, Inc., a private entity managing a family-owned business property outside of his advisory work. 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 comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, and custody and clearing services.

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