Tanner Jacob Sargent
Investment adviser representative at Commonwealth Financial Network
14 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
14 years in the industry.
- Commonwealth Financial NetworkAug 2024 to now
- Northwestern Mutual Investment Services LLCJun 2024 to now
- Northwestern Mutual Life Insurance CompanyAug 2023 to now
- UnemployedJun 2023 to Jul 2023
- Tolland Intermediate SchoolFeb 2023 to Jun 2023
- UnemployedDec 2022 to Jan 2023
- Ct InflatablesJun 2022 to Nov 2022
- Tolland Public SchoolsJun 2021 to Aug 2021
- FedexJan 2021 to Dec 2021
- Tolland Public SchoolsJun 2020 to Aug 2020
- StudentSep 2018 to May 2022
- Tolland Public SchoolsJul 2018 to Aug 2018
- StudentJan 2012 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 7774181
- Firm CRD
- 8032