Alexandra Sonnenberg
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 NetworkJul 2024 to now
- Cambridge Investment Research Advisors, Inc.Oct 2020 to Jul 2024
- Cambridge Investment Research, Inc.Dec 2019 to Jul 2024
- Cetera Investment Services LLCJun 2019 to Dec 2019
- Foresters Financial ServicesDec 2018 to Jun 2019
- UnemployedOct 2018 to Dec 2018
- Maryville UniversityAug 2018 to Oct 2018
- Tom Ham's LighthouseDec 2016 to Aug 2018
- Spike's Fresh Fish Grill and BarApr 2014 to Feb 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7053801
- Firm CRD
- 8032