Brandon David Koehler
Investment adviser representative at Commonwealth Financial Network
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Whz Strategic Wealth AdvisorsOct 2024 to now
- Commonwealth Financial NetworkJun 2022 to now
- Weiss, Hale & Zahansky Strategic Wealth AdvisorsJun 2022 to Oct 2024
- The University of Connecticut Athletics DepartmentJun 2021 to Apr 2022
- The University of ConnecticutAug 2019 to May 2022
- Eastern Connecticut State UniversityAug 2018 to May 2019
- The Town of MansfieldJun 2016 to Mar 2020
- Edwin O. Smith HighschoolAug 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (CT).
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
- 7579849
- Firm CRD
- 8032