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Jesse Thomas Hinrichs

Investment adviser representative at Commonwealth Financial Network
27 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$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

27 years in the industry.

  1. Calmwater Financial GroupDec 2018 to now
  2. Commonwealth Financial NetworkDec 2018 to now
  3. Northwestern Mutual Wealth Management CompanyJan 2016 to Dec 2018
  4. Northwestern Mutual Investment Services, LLCSep 1999 to Dec 2018
  5. Northwestern Mutual Life Insurance CompanyMay 1999 to Dec 2018

Designations

  • CFP® certification
  • ChFC®

Exams passed

  • Series 63 · Uniform Securities Agent State Law1999
  • Series 65 · Uniform Investment Adviser Law2013

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
3173207
Firm CRD
8032
Advisor's SEC record (opens in a new tab)
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