LT
CFP
LT
CFP

Landon Tymochko

12 Years of Experience
Folsom, CA
BrokerSells Insurance

Landon Tymochko is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in Folsom, CA, with 12 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3079 advisors
Number of Clients
399,450 clients
Average Client Portfolio
$525K average
Assets Under Management
$209.7B

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.

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Location

950 Glenn Drive, Suite 230, Folsom, CA, 95630

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Landon provides tax preparation services, sells fixed insurance, and co-owns Leslie Roper Day & Associates, LLC, which facilitates securities, advisory, and insurance business. He also teaches financial management at William Jessup University and retirement planning at Sacramento State University.

Employment History
Current Registrations
Commonwealth Financial Network
May 2014 - Present · 12 yrs
Commonwealth Financial NetworkBroker
May 2014 - Present · 12 yrs
Previous Registrations
First Command Financial Planning, INC.
February 2013 - May 2013 · 3 mos
First Command Financial Planning, INC.Broker
January 2013 - May 2013 · 4 mos
State Registrations21 states
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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.