Levi Cole Trueblood
Investment adviser representative at Commonwealth Financial Network
10 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
10 years in the industry.
- Commonwealth Financial NetworkAug 2025 to now
- Innovative Financial SolutionsAug 2025 to now
- Indiana UniversityNov 2024 to Aug 2025
- Iucu InvestmentJul 2022 to Nov 2024
- Iu Credit UnionNov 2019 to Jul 2022
- The Mirabel ClubOct 2018 to May 2019
- Bloomington Country ClubApr 2017 to Nov 2019
- UnemployedAug 2016 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (IN).
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
- 7613048
- Firm CRD
- 8032