Kenneth W Gallagher
Investment adviser representative at Commonwealth Financial Network
24 yearsExperience
3 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
24 years in the industry.
- Commonwealth Financial NetworkDec 2024 to now
- Duthie & Gallagher Wealth ManagementDec 2024 to now
- Northwestern Mutual Wealth Management CompanyJun 2015 to Dec 2024
- Northwestern Mutual Investment ServicesJun 2002 to Dec 2024
- Northwestern Mutual Life Insurance CompanyJun 2002 to Dec 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 3 states (CA, ID, 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
- 4548949
- Firm CRD
- 8032