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Trisha Elizabeth Arndt

Investment adviser representative at Commonwealth Financial Network
26 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

26 years in the industry.

  1. Wealth Strategies of Wisconsin, Ltd.Jan 2006 to now
  2. Commonwealth Financial NetworkMay 2000 to now

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1997

State registrations

Registered as an investment adviser representative in 2 states (TX, WI).

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
2914787
Firm CRD
8032
Advisor's SEC record (opens in a new tab)
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