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- Custodian
- American Funds · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-22-2023
- Office Locations
- 5
Office Locations
About Commonwealth Financial Services
Commonwealth Financial Services is a fiduciary advisory firm serving individuals, families, and small businesses across West Virginia and Ohio. The team delivers comprehensive financial and retirement planning and ongoing investment management with a disciplined, risk-tolerance-driven approach, plus estate, tax, and insurance planning. Clients include business owners, pre-retirees/retirees, and oil & gas landowners. Uses Orion and eMoney; eight advisors include six CFP professionals.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MICHAEL CHARLES SEESE
CAO, Co-founder, Co-founder and Financial Advisor – Commonwealth Financial Services, Financial Advisor, General Partner, Owner
- CRD
- #2789645
- Ownership
- 50% but less than 75%
DANIEL LEE SPURGEON
Chief Investment Officer, Financial Advisor, General Partner, PARTNER
- CRD
- #6293881
- Ownership
- 25% but less than 50%
Showing 2 of 5 owners & executives
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Derek Bailey
Owner
- CRD
- #7407694
Evan Thomas Brockmeier
Financial Advisor, General Partner
- CRD
- #7733312
Showing 2 of 18 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $977,187,375 | $203,921 |
| Non-Discretionary | $17,558,551 | $83,216 |
| Total | $994,745,926 | $198,830 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Derivatives | Available | Available |
| Private Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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