LPL Financial
44yrs
Top advisor by experience in West Bend
32yrs
John Augustine
Full name on record: John Michael Augustine
Financial advisor at Commonwealth Financial Network
Based in West Bend, Wisconsin, John Augustine is a fiduciary financial advisor with 32 years of industry experience. John has been with Commonwealth Financial Network since 2019; before that, John spent four years at First Heartland Consultants. Commonwealth Financial Network offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 97 advisors with offices in West Bend, and one of 93 fiduciaries.
At a glance
Experience32 years (since 1994)
How that compares ?Top 13% by experience nationwide
Office111 S. Main Street, West Bend, WI 53095
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$568,323
Advisors at the firm2,864
States licensed ?2 states
Services through Commonwealth Financial Network
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2019 – nowCommonwealth Financial NetworkCurrent firm
- 2006 – 2019Commonwealth Financial NetworkPreviously
- 2002 – 2006First Heartland Consultants, Inc.Previously
Contact John
(781) 736-0700Firm headquarters in Waltham, MA. Ask for John. 111 S. Main StreetWest Bend, WI 53095Office · Get directions Firm websiteHTTPS://BLOG.COMMONWEALTH.COM/INDEPENDENT-MARKET-OBSERVER
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask John
Tailored to John’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About John
How do I contact John?
Call Commonwealth Financial Network at (781) 736-0700 and ask for John Augustine. John works from the West Bend, WI office.
How long has John been a financial advisor?
John has been in the industry since 1994, about 32 years. Top 13% by experience nationwide.
What licenses does John hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Commonwealth Financial Network reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask John for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Stifel, Nicolaus & Company
43yrs
Top 1% by experience in Wisconsin
Cetera Investment Advisers
42yrs
Top 2% by experience in Wisconsin
Stifel, Nicolaus & Company
41yrs
Top 3% by experience in Wisconsin
CWP Private Wealth Management
40yrs
Top 4% by experience in Wisconsin
Wells Fargo Advisors
40yrs
Top 4% by experience in Wisconsin