firm profile
Commonwealth Financial Services
Overview
Commonwealth Financial Services is an SEC registered investment adviser based in Parkersburg, WV, registered since 2023. It reports $995M in assets under management across 5,003 accounts, with 26 employees. It has 17 investment adviser representatives.
- Reported AUM
- $995M
- Discretionary
- 98%
- Accounts
- 5,003
- Average account
- $199K
- Employees
- 26
- Advisory reps
- 17
- Registered since
- 2023
- Jurisdictions
- 20
As reported in the firm's August 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.
Executive officers 3 of 5
- Shanell Jeffrey Chief Executive Officer, Partner CRD 5578977
- Michael Charles Seese Co-Founder, Owner, Cao CRD 2789645
- Daniel Lee Spurgeon Partner, Chief Investment Officer, Financial Advisor CRD 6293881
2 more executive officers, with direct contact details
Advisory reps 3 of 17
- Derek Bailey Investment Adviser Rep CRD 7407694
- Tyler Andrew Brautigan Insurance Agent · Investment Adviser Rep CRD 6480258
- Evan Thomas Brockmeier Investment Adviser Rep CRD 7733312
14 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 373 Timberline Pkwy
Parkersburg, WV 26105 - County
- Wood
- Metro area
- Parkersburg-Vienna, WV
- Region
- South
Registrations
- SEC registered
- Registered in 20 jurisdictions
- Website: cfswv.com
Every state, with registration dates
Similar firms near Parkersburg
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- Rohr Capital ManagementParkersburg, WV$64.1M AUM
- Mckinley Carter Wealth Services, Inc.Wheeling, WV$2.3B AUM
- Hazlett, Burt & Watson, Inc.Wheeling, WV$1.4B AUM
- NTV Asset Management, LLCCharleston, WV$1.2B AUM
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