Michael C Wilson
Investment adviser representative at Commonwealth Financial Network
21 yearsExperience
1 stateRegistered 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 NetworkNov 2023 to now
- Geisler & Company Financial PlanningNov 2023 to now
- Wilson Management ServicesMay 2020 to now
- Avantax Insurance Agency, LLCJul 2014 to Nov 2023
- Avantax Advisory ServicesFeb 2013 to Nov 2023
- Avantax Investment Services, Inc.Jun 2008 to Nov 2023
- Donnelly-boland & AssociatesDec 2005 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 5546486
- Firm CRD
- 8032