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Cynthia Joan Petzold

Cynthia J. Petzold

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CRD#: 5645210
Cynthia Joan Petzold

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Cynthia Joan Petzold, CFP® was a registered financial professional .

Cynthia is a previously registered financial professional and started their career in finance in 2009. Cynthia had worked at 1 firm .

Core Areas of Focus

Baby Boomers
Hourly
Investment Advice without Ongoing Management
Retirement Planning & Distribution Rules
Unmarried Couples
Women's Financial Planning Issues

Biography

Please visit us on the Web at CommonWealthPlanning.com.

Question & Answer

What are your service offerings?
Education Planning
Social Security Planning
Investment Planning
Comprehensive Financial Planni...
Employee and Employer Plan Ben...
Retirement Planning
Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2002

Experience

Past

March 18, 2009 - March 26, 2024

COMMONWEALTH FINANCIAL PLANNING, LLC

RIA
CRD#: 149163
ROANOKE, VA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

Current Firm

COMMONWEALTH FINANCIAL PLANNING, LLC
COMMONWEALTH FINANCIAL PLANNING, LLC
COMMONWEALTH FINANCIAL PLANNING, LLC

CRD#: 149163 / SEC#:

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Contact information

Main Address
Roanoke, VA
Mailing Address
P.o. Box 21164, Roanoke, VA 24018
Phone number
(540) 772-0416
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

COMMONWEALTH FINANCIAL PLANNING, LLC

COMMONWEALTH FINANCIAL PLANNING, LLC

CRD#: 149163

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