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Kenneth Muskat

Commonwealth Financial Network
23 Years of Experience
Moorpark, CA
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Kenneth Muskat is a registered investment advisor at Commonwealth Financial Network, based in Moorpark, CA, with 23 years of industry experience. Kenneth 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

Moorpark, CA

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History

Regulatory History (2)
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.
Criminal
July 2022
Final Disposition
Criminal
January 2001
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Kenneth sells fixed insurance under the Commonwealth Financial Network name, conducted at the branch and investment related.

Employment History
Current Registrations
Commonwealth Financial Network
October 2009 - Present · 17 yrs
Commonwealth Financial NetworkBroker
July 2009 - Present · 17 yrs 3 mos
Previous Registrations
Financial Network Investment CorporationBroker
October 2006 - July 2009 · 2 yrs 9 mos
Financial Network Investment CorporationBroker
September 2001 - April 2005 · 3 yrs 7 mos
State Registrations8 states
CAGAMDMINYOHTXUT
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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