Philip Karre
Investment adviser representative at Commonwealth Financial Network
11 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
11 years in the industry.
- Cardinal Wealth Planning, LLCDec 2025 to now
- Commonwealth Financial NetworkJul 2024 to now
- Triad Financial GroupJul 2024 to Dec 2025
- Financial Legacy AssociatesMay 2024 to Jul 2024
- Osaic Wealth, Inc.May 2024 to Jul 2024
- Financial Legacy AssociatesMay 2023 to Aug 2023
- Financial Legacy AssociatesMay 2022 to Aug 2022
- Missouri State UniversityAug 2019 to May 2024
- Liberty High SchoolAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 7962355
- Firm CRD
- 8032