Ahmad Kashani
Ahmad Kashani is a registered investment advisor at Commonwealth Financial Network, based in Merrillville, IN, with 43 years of industry experience. Ahmad is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 2.25% |
| $750K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2M+ | 1.50% |
Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.
Fee Estimator
Location
253-255 W 80th Pl, Merrillville, IN, 46410
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2013Other Business ActivitiesSells Insurance
Ahmad sells fixed insurance under 'Kashani & Kashani' and co-owns Kmen Group LLC, which buys and manages commercial real estate. He spends minimal time on the real estate venture.
Employment History
Current Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Previous Registrations
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Kurt LashCommonwealth Financial Network
- Charles Williams, ChFCOneamerica Securities, INC.
- Chad Hassinger, CFPWaverly Advisors, LLC
- Madeline Brown, CFPWaverly Advisors, LLC
- Christopher Dilts, CFPMML Investors Services, LLC
- Tira Clement, ChFC