Andrew John Heffernon
Investment adviser representative at Commonwealth Financial Network
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Commonwealth Financial NetworkMay 2025 to now
- InfinitasMay 2025 to now
- Prime Capital Investment AdvisorsSep 2024 to Apr 2025
- Creative Planning, LLCAug 2021 to Sep 2024
- Holmes Murphy & AssociatesJun 2019 to Aug 2021
- Holmes Murphy & AssociatesMay 2018 to Aug 2018
- Kansas City PeterbiltMay 2017 to Aug 2017
- The University of KansasAug 2015 to May 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (KS).
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
- 7447085
- Firm CRD
- 8032