Treven Anderson
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.
- Commonwealth Financial NetworkApr 2025 to now
- Merrill FinancialAug 2023 to now
- ByuAug 2022 to now
- MpwrJan 2023 to Jul 2023
- Eve FinancialNov 2022 to May 2023
- Byu AthleticsAug 2022 to Jan 2023
- Church of Jesus Christ of Latter Day SaintsJul 2020 to Jul 2022
- Bingham HighschoolAug 2017 to Jun 2020
- South Jordan Middle SchoolApr 2015 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (UT).
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
- 8068590
- Firm CRD
- 8032