Kevyn Paul Sopinski
Investment adviser representative at Commonwealth Financial Network
21 yearsExperience
2 statesRegistered in
$212.7BFirm assets
34 yearsFirm in business
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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
21 years in the industry.
- Commonwealth Financial NetworkApr 2017 to now
- Kcsopinski LLCMar 2016 to now
- Swp Re Holdings LLCJul 2015 to now
- Various Insurance Carriers for W & R Insurance AgenciesJan 2006 to now
- Waddell & Reed, Inc.Dec 2005 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 2 states (NE, 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
- 2592048
- Firm CRD
- 8032