Boden Bierman
Boden Bierman is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in Norfolk, NE, with 12 years of industry experience. Boden 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 2.25% |
| $750K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $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
Location
3204 West Benjamin Ave, Suite 200, Norfolk, NE, 68701
Get directionsHistory
Regulatory History (1)
Criminal
March 2002Other Business ActivitiesSells Insurance
Boden sells fixed insurance products and owns Bierman Financial Services, Inc. Since 2023, Boden spends nearly full-time on Bierman Financial Services to facilitate securities, advisory, and insurance business.
Employment History
Current Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations8 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.
Exams
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