Klaudia Conradt, who specializes in custom model building for clients, says she opted to go independent with the Gig Harbor, Wash.-based firm to broaden the range of choices available to her clients.
“Having a wide range of financial planning software options that are both comprehensive and easy to use is important to how I work with my clients,” Conradt says in a statement. “I’m thrilled to finally be able to customize my technology stack.”
Almost all Conradt’s new client acquisitions have come via referrals, and she plans to introduce marketing tools such as newsletters and podcasts, Commonwealth says. The firm’s arsenal of software makes it easier to do that, she says.
Conradt has 25 years of industry experience, starting with Dean Witter Reynolds in 1996, according to BrokerCheck. She had been with UBS since 2009.
Commonwealth says it currently has more than 2,000 independent financial advisors in the U.S.
“Breaking away from a household name to build your business your way is a bold move — one that we honor with our commitment to do whatever it takes to help them seamlessly launch their new venture,” Andrew Daniels, Commonwealth’s managing principal for business development, says in a statement.
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