Erik Pohls Dullenkopf
Investment adviser representative at Commonwealth Financial Network
18 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
18 years in the industry.
- Commonwealth Financial NetworkJan 2025 to now
- Screaming Eagle Wealth ManagementJan 2019 to now
- Commonwealth Financial NetworkJan 2019 to Dec 2024
- MML Investors Services, LLCMar 2017 to Jan 2019
- Massachusetts Mutual Life Insurance CompanyJul 2016 to Jan 2019
- Metlife Securities IncJan 2008 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 5474348
- Firm CRD
- 8032