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Clint Livingston

4 Years of Experience
Overland Park, KS
4 DisclosuresMay Earn Commission

Clint Livingston is a registered investment advisor at Commonwealth Financial Network, based in Overland Park, KS, with 4 years of industry experience. 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
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
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Location

7101 College Boulevard, Suite 880, Overland Park, KS, 66210

Get directions

History

Regulatory History (4)
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.
Financial
July 2020
Final
Financial
April 2020
Final
Financial
February 2020
Final
Financial
December 2019
Final
Employment History
Current Registrations
Commonwealth Financial Network
January 2024 - Present · 2 yrs 9 mos
Previous Registrations
Commonwealth Financial NetworkBroker
January 2024 - June 2026 · 2 yrs 5 mos
Edward Jones
November 2021 - May 2022 · 6 mos
Edward JonesBroker
November 2021 - May 2022 · 6 mos
Edward Jones
August 2020 - September 2021 · 1 yr 1 mo
Edward JonesBroker
June 2020 - September 2021 · 1 yr 3 mos
State Registrations1 state
KS
Advisor

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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