COMMONWEALTH FINANCIAL SERVICES, LLC. of VIENNA, WV is an SEC-registered investment adviser (CRD 324930). Regulatory assets under management: $994.7M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Daniel Lee Spurgeon | OWNER & FINANCIAL ADVISOR; PARTNER, CHIEF INVESTMENT OFFICER, FINANCIAL ADVISOR | — |
| Michael Charles Seese | CO-FOUNDER / OWNER, CAO, & FINANCIAL ADVISOR; CO-FOUNDER / OWNER & FINANCIAL ADVISOR | — |
| Matthew David Rothchild | CHIEF COMPLIANCE OFFICER | — |
| Shanell Jeffrey | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER, PARTNER | Parkersburg, WV |
| Tyler Andrew Brautigan | SHAREHOLDER, FINANCIAL ADVISOR | — |
| Todd Edward Kimpel | CO-FOUNDER / OWNER & FINANCIAL ADVISOR | — |
| KIMPEL TODD EDWARD | CO-FOUNDER / OWNER & FINANCIAL ADVISOR | — |
| SEESE MICHAEL CHARLES | CO-FOUNDER / OWNER & FINANCIAL ADVISOR; CO-FOUNDER / OWNER & FINANCIAL ADVISOR / CCO | — |
| ROTHCHILD MATTHEW DAVID | CHIEF COMPLIANCE OFFICER | — |
| SPURGEON DANIEL LEE | OWNER & FINANCIAL ADVISOR | — |