Evan Thomas Brockmeier
Investment adviser representative at Commonwealth Financial Services
13 yearsExperience
1 stateRegistered in
$994.7MFirm assets
3 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 fee
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.
- FartherOct 2026 to now
- Commonwealth Financial ServicesSep 2022 to now
- Fleming Watson FinancialSep 2022 to May 2023
- Marietta CollegeAug 2020 to Sep 2022
- Chevron CorporationSep 2013 to Aug 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (OH).
Commonwealth Financial Services
Legal name: Commonwealth Financial Services, LLC.
$994.7MAssets managed
2,271Clients
17Advisers
3 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
- 7733312
- Firm CRD
- 324930