Roger Finder
Roger Finder is a CFP, ChFC-designated registered investment advisor at Commonwealth Financial Network, based in Portage, MI, with 42 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.
Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.
Location
1624 West Centre, Portage, MI, 49024
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Regulatory History (1)
Customer Dispute
January 2001Other Business ActivitiesSells Insurance
Roger sells fixed insurance products since 2005 and is a member and co-owner of Centre Real Estate, LLC since 2003, which owns the branch office building. He is also a certified divorce financial analyst since 2008, dedicating minimal time to this activity.
Employment History
Current Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Ids Financial Services INC.Broker
State Registrations12 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.