Daniel Wyson
Daniel Wyson is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in St. George, UT, with 26 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
375 E Riverside Dr., St. George, UT, 84790
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2021Customer Dispute
July 2012Other Business ActivitiesSells Insurance
Daniel is the CEO and owner of Lan Development Corporation (dba Wyson Financial), an operating company for securities and insurance, and spends nearly all of his time on this. He also sells fixed insurance and is an author and publisher, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
New England Securities Corporation
New England SecuritiesBroker
State Registrations26 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.