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CFP
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CFP

Kevin Mazer

Commonwealth Financial Network
42 Years of Experience
Portage, MI
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Kevin Mazer is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in Portage, MI, with 42 years of industry experience. Kevin 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

1624 West Centre, Portage, MI, 49024

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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
March 2004
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Kevin is the sole owner of KWM Group, a vehicle and computer restoration company, and has a 25% ownership in Centre Real Estate LLC. He also sells fixed insurance and works as a consultant for The GLG Network, and is an elected official.

Employment History
Current Registrations
Commonwealth Financial Network
April 2010 - Present · 16 yrs 6 mos
Commonwealth Financial NetworkBroker
July 2005 - Present · 21 yrs 3 mos
Commonwealth Financial Network
July 2005 - Present · 21 yrs 3 mos
Previous Registrations
Ids Life Insurance CompanyBroker
December 2000 - July 2005 · 4 yrs 7 mos
American Express Financial Advisors INC.Broker
June 1984 - July 2005 · 21 yrs 1 mo
Ids Financial Services INC.Broker
June 1984 - December 1986 · 2 yrs 6 mos
State Registrations8 states
AZFLINMIMSNYPAWI
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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