Youngstown, OH 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 2,776 advisors across 1,211 offices
Location
4308 Belmont Ave., Suite 2
Youngstown OH 44505
Advisors at this office
2
Advisors at this office
Cade K
Series 66
Youngstown, OH
Commonwealth Financial Network
Cade Kreps is a financial advisor at Commonwealth Financial Network with two years of industry experience. He holds the Series 66 designation and has worked previously at W3 Wealth Management, Tolmiros Financial Designs, and has experience associated with Youngstown State University and the University of Akron. 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 range of advisory programs and services, providing operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.
John B
Series 66
Youngstown, OH
Commonwealth Financial Network
John Bates is a financial advisor at Commonwealth Financial Network based in Youngstown, OH. He holds a Series 66 designation and has two years of industry experience. His prior work includes roles at Tolmiros Financial Designs and W3 Wealth Management, LLC. 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 provides a range of advisory programs and back-office support, including operations, trading, technology, investment management, and compliance, allowing affiliated advisors to offer customized portfolio solutions under Commonwealth’s supervision.
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