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Steven Teichler

Commonwealth Financial Network
25 Years of Experience
Issaquah, WA
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Steven Teichler is a registered investment advisor at Commonwealth Financial Network, based in Issaquah, WA, with 25 years of industry experience. Steven 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

22526 SE 64th Place, Suite 220, Issaquah, WA, 98027

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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.
Employment Separation After Allegations
September 2015
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Steven sells fixed insurance products since December 2022, dedicating about 10-20% of his time. This activity is investment-related and conducted at a branch location.

Employment History
Current Registrations
Commonwealth Financial Network
December 2022 - Present · 3 yrs 10 mos
Commonwealth Financial NetworkBroker
December 2022 - Present · 3 yrs 10 mos
Previous Registrations
Securian Financial Services, INC.Broker
November 2015 - December 2022 · 7 yrs 1 mo
Securian Financial Services, INC.
October 2015 - December 2022 · 7 yrs 2 mos
Metlife Securities INC.
April 2008 - October 2015 · 7 yrs 6 mos
Metlife Securities INC.Broker
November 2007 - October 2015 · 7 yrs 11 mos
Allstate Financial Services, LLCBroker
December 2002 - November 2007 · 4 yrs 11 mos
Foresters Equity Services, INC.Broker
January 2001 - December 2002 · 1 yr 11 mos
State Registrations10 states
CACODEFLHIMTNCVAWAWY
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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