Steven Daniel thomas Bragg
Investment adviser representative at Commonwealth Financial Network
13 yearsExperience
2 statesRegistered 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
13 years in the industry.
- Commonwealth Financial NetworkJun 2022 to now
- Strategic Financial SolutionsJan 2021 to now
- Principal Life Insurance CompanyDec 2021 to Jun 2022
- Principal Securities IncDec 2021 to Jun 2022
- UnemployedSep 2020 to Dec 2021
- Edward JonesMar 2020 to Sep 2021
- Denver Mattress CompanyFeb 2013 to Mar 2020
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (IA, 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
- 7238959
- Firm CRD
- 8032