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CFP · ChFC
DF
CFP · ChFC

Daniel Flick

Commonwealth Financial Network
43 Years of Experience
Beaver Falls, PA
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Daniel Flick is a CFP, ChFC-designated registered investment advisor at Commonwealth Financial Network, based in Beaver Falls, PA, with 43 years of industry experience. Daniel 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.

Commonwealth Financial Network
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2904 advisors
Number of Clients
360,488 clients
Average Client Portfolio
$590K average
Assets Under Management
$212.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$600
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $750K2.25%
$750K - $1.0M2.00%
$1.0M - $2.0M1.75%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2674 Darlington Road, Beaver Falls, PA, 15010

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2012
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Daniel is a part owner of Flick Financial, LLC, which facilitates securities, advisory, and insurance business. He also sells fixed insurance and co-owns Flick Financial Properties, LLC, a commercial real estate entity, dedicating about 10-20% of his time to fixed insurance sales.

Employment History
Current Registrations
Commonwealth Financial Network
August 2016 - Present · 10 yrs 2 mos
Commonwealth Financial NetworkBroker
August 2016 - Present · 10 yrs 2 mos
Previous Registrations
Msi Financial Services, INC.
September 2007 - September 2016 · 9 yrs
Msi Financial Services, INC.Broker
April 1987 - September 2016 · 29 yrs 5 mos
Metropolitan Life Insurance CompanyBroker
May 1983 - July 2007 · 24 yrs 2 mos
State Registrations12 states
AZFLGAMONCOHPASCTXVAWAWV
AdvisorBrokerBoth

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
No exam information available for this advisor.
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