Daniel Scott Kresh
Investment adviser representative at Commonwealth Financial Network
18 yearsExperience
1 stateRegistered 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 2020 to now
- Creative Wealth Management LLCSep 2012 to now
- UstaAug 2010 to now
- SportimeJun 2008 to now
- Royal AllianceJul 2013 to Jan 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 6168023
- Firm CRD
- 8032