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Melinda Pakulski

Commonwealth Financial Network
26 Years of Experience
South Burlington, VT
1 DisclosureBrokerSells Insurance
View SEC Summary
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Melinda Pakulski is a registered investment advisor at Commonwealth Financial Network, based in South Burlington, VT, with 26 years of industry experience. Melinda 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

99 Swift Street, Suite 300, South Burlington, VT, 05403

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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
September 2003
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Melinda sells fixed insurance products since 2010, which is investment related. She also owns Legacy Financial Services, LLC, dedicating all of her time to this entity during business hours.

Employment History
Current Registrations
Commonwealth Financial Network
March 2010 - Present · 16 yrs 7 mos
Commonwealth Financial NetworkBroker
February 2010 - Present · 16 yrs 8 mos
Previous Registrations
TD Wealth Management Services INC.Broker
November 2009 - February 2010 · 3 mos
TD Wealth Management Services INC.
November 2009 - February 2010 · 3 mos
Bancnorth Investment Group, INC.Broker
January 2005 - November 2009 · 4 yrs 10 mos
Primevest Financial Services, INC.
February 2002 - November 2009 · 7 yrs 9 mos
Primevest Financial Services, INC.Broker
June 2001 - January 2005 · 3 yrs 7 mos
Compulife Investor Services, INC.Broker
June 2000 - June 2001 · 1 yr
Conseco Securities, INC.Broker
March 2000 - June 2000 · 3 mos
State Registrations23 states
AKALAZCACOCTFLHIILKYMAMDMENCNHNJNYPASCVAVTWAWI
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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