Pinnacle Private Wealth Joins Commonwealth Financial Network

Pinnacle Private Wealth Joins Commonwealth Financial Network

May 23, 2023
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00 mins 56 secs

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Commonwealth Financial Network has announced the latest addition to its advisor network. The team at Pinnacle Private Wealth decided to make the leap and go independent, bringing 58 years of industry experience and $220 million in client assets to Commonwealth.

Channel: Broker-Dealer

Commonwealth financial Network is adding pinnacle private wealth of Kimberly Wisconsin to its network of financial advisors, Pinna Cole decided to make the leap and go independent so that it could expand its retirement plan offering to support small businesses, Todd Funk and Kelly Watsa and their team have a combined

58 years in the business and bring $220 million in client assets to Commonwealth. Watsa commented in the release, they have everything we need to run and grow our business in the way that works for us and with the added products and robust technology, it checks off all the boxes for us.