Kimberly Crowl Steed
Investment adviser representative at Commonwealth Financial Network
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$212.7BFirm assets
Are you Kimberly Crowl Steed? Claim your profile
Contact this firm
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
10 years in the industry.
- Commonwealth Financial NetworkJun 2020 to now
- Crowl Wealth Management, LLC,Jun 2020 to now
- Crowl & Associates, PllcApr 2016 to now
- Avantax Advisory ServicesOct 2019 to Jun 2020
- Avantax Investment Services, Inc.Oct 2019 to Jun 2020
- 1st Global Advisors, Inc.May 2017 to Oct 2019
- 1st Global Capital CorpMay 2017 to Oct 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (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
- 6649832
- Firm CRD
- 8032