Ann Marie Milinazzo
Investment adviser representative at Commonwealth Financial Network
34 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$212.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
34 years in the industry.
- Commonwealth Financial NetworkNov 2019 to now
- Hadad-milinazzo Financial Group, Inc.Sep 2001 to now
- Hd Vest Insurance Agency, LLCNov 2018 to Nov 2019
- H.D. Vest Advisory ServicesApr 1997 to Nov 2019
- H.D. Vest Investment ServicesJun 1994 to Nov 2019
- Ann Marie Milinazzo,cpaJan 1992 to Nov 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Commonwealth Financial Network
Legal name: Commonwealth Equity Services, LLC
$212.7BAssets managed
360,488Clients
2,700Advisers
34 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2500498
- Firm CRD
- 8032