Commonwealth Financial Network

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

2299 E Main St Ste 8, Ventura, Californi...

Phone Number

(805) 653-7362

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About Commonwealth Financial Network

Commonwealth Financial Network - Bart Ketterling is a financial planning firm based in Ventura, CA, with over 25 years of experience in creating tailored financial plans for clients. They offer a comprehensive range of services including wealth management, retirement consulting, estate planning, tax planning, and retirement income planning. The firm emphasizes independence and personalized service, leveraging a powerful network and advanced technology to support clients in achieving their financial goals. Their mission is to provide an open and supportive environment for both clients and advisors, ensuring a commitment to exceptional service and community involvement.Explore more
Commonwealth Financial Network's Social MediaPopular SearchesCommonwealth Financial NetworkMartin , Ketterling & AssociatesBart Ketterling Tax ServiceMartin, Ketterling & AssociatesSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Commonwealth Financial Ne...

<$5M
1-10
Private
-
1988
N/A
<$5M
11-50
Private
<$5M
2005
AG
Aleen GordonFinancial Planning Assistant
<$5M
1-10
Private
-
2020
BT
Brian ThomasManaging Partner, Financial Advisor
<$5M
1-10
Private
-
2003
BS
Bobby SopherDirector, Financial Planning Strategy & Lead Advisor
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2016
MM
Marianne MayClient Support Specialist
<$5M
1-10
Private
<$5M
1998
CD
Cheryl DehneVice President, Sales
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Commonwealth Financial Network is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Commonwealth Financial Network is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Commonwealth Financial Network.

Commonwealth Financial Network Tech Stack

A closer look at the technologies used by Commonwealth Financial Network

Top Finance Companies

Frequently Asked Questions Regarding Commonwealth Financial Network

What is Commonwealth Financial Network's official website?
Commonwealth Financial Network's official website is www.ketterlingfinancial.com
What is Commonwealth Financial Network's Revenue?
Commonwealth Financial Network's revenue is <$5 Million
What is Commonwealth Financial Network's SIC code?
Commonwealth Financial Network's SIC: 62,628
What is Commonwealth Financial Network's NAICS code?
Commonwealth Financial Network's NAICS: 52,523
How many employees does Commonwealth Financial Network have?
Commonwealth Financial Network has 1-10 employees
What industry does Commonwealth Financial Network belong to?
Commonwealth Financial Network is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Commonwealth Financial Network competition?
Commonwealth Financial Network top competitors include: TD Fischer, Willson, Fountainhead Wealth, Sopher Financial Group
What technology does Commonwealth Financial Network use?
Some of the popular technologies that Commonwealth Financial Network uses are: DocuSign, Cloudflare Website Optimization, Google Tag Manager, FMG Suite
How do I contact Commonwealth Financial Network?
Commonwealth Financial Network contact info: Phone number: (805) 653-7362 Website: www.ketterlingfinancial.com
What does Commonwealth Financial Network do?

Commonwealth Financial Network - Bart Ketterling is a financial planning firm based in Ventura, CA, with over 25 years of experience in creating tailored financial plans for clients. They offer a comprehensive range of services including wealth management, retirement consulting, estate planning, tax planning, and retirement income planning. The fir... m emphasizes independence and personalized service, leveraging a powerful network and advanced technology to support clients in achieving their financial goals. Their mission is to provide an open and supportive environment for both clients and advisors, ensuring a commitment to exceptional service and community involvement.Read More

What are Commonwealth Financial Network social media links?
Commonwealth Financial Network Linkedin page
Is Commonwealth Financial Network a public company?
Commonwealth Financial Network is private company therefore does not currently have an official ticker symbol
See more information about Commonwealth Financial Network

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