Michael R Herkert
Investment adviser representative at Commonwealth Financial Network
11 yearsExperience
1 stateRegistered in
$212.7BFirm assets
34 yearsFirm in business
Are you Michael R Herkert? 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
11 years in the industry.
- Commonwealth Financial NetworkJun 2022 to now
- Westchester Financial AdvisorsJun 2022 to now
- Kestra Investment ServicesSep 2020 to Jun 2022
- Donald W. Rifkin, CpaJun 2020 to Aug 2020
- UnemployedApr 2020 to May 2020
- Palisade Children Center, Inc.Dec 2019 to Jan 2020
- Office of the Public Defender for Baltimore CountySep 2019 to Mar 2020
- Rsc SolutionsMay 2019 to Aug 2019
- UnemployedAug 2018 to May 2019
- Rsc SolutionsMay 2018 to Aug 2018
- UnemployedAug 2017 to May 2018
- Wally's BagelsMay 2017 to Aug 2017
- UnemployedNov 2015 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7296925
- Firm CRD
- 8032