David Wohl
Investment adviser representative at Commonwealth Financial Network
14 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
14 years in the industry.
- Commonwealth Financial NetworkFeb 2022 to now
- UnemployedJul 2020 to Feb 2022
- Cuso Financial Services, LPSep 2018 to Jul 2020
- Northwestern Mutual Wealth Management CompanySep 2012 to Sep 2018
- Clinton CooperAug 2012 to Sep 2018
- Northwestern Mutual Investment Services, LLCAug 2012 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 5644371
- Firm CRD
- 8032