Nicholas Ovshak
Investment adviser representative at Commonwealth Financial Network
12 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
12 years in the industry.
- Commonwealth Financial NetworkJun 2021 to now
- Fidelity Brokerage Services, LLCNov 2019 to Jun 2021
- Ameriprise Financial Services, IncJan 2019 to Nov 2019
- Commonwealth Financial NetworkJun 2018 to Jan 2019
- Fps Financial, Inc.Jun 2018 to Jan 2019
- Arrow Electronics, IncMay 2017 to Aug 2017
- Texas Christian UniversityJul 2014 to May 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (MN, 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
- 6502329
- Firm CRD
- 8032