LPL Financial
47yrs
Top advisor by experience in San Diego
11yrs
Michael Youngerman
Financial advisor at Commonwealth Financial Network
Based in San Diego, California, Michael Youngerman is a fiduciary financial advisor with 11 years of industry experience. Michael joined Commonwealth Financial Network in 2015, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 3649 advisors with offices in San Diego, and one of 3310 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?11 years in the industry
Office600 West Broadway Suite 3200, San Diego, CA 92101
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 ?1 state
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.
Series 66Uniform Combined State Law Examination
Career
- 2015 – nowCommonwealth Financial NetworkCurrent firm
Contact Michael
Local office(619) 471-9700Ask for Michael. (781) 736-0700Main office · Waltham, MA 600 West Broadway Suite 3200San Diego, CA 92101Office · Get directions Firm websiteblog.commonwealth.com/independent-market-observer
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Questions to ask Michael
Tailored to Michael’s registration and firm.
- 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
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About Michael
How do I contact Michael?
Call Michael’s local office at (619) 471-9700 or the Commonwealth Financial Network main office at (781) 736-0700, and ask for Michael Youngerman.
How long has Michael been a financial advisor?
Michael has been in the industry since 2015, about 11 years. 11 years in the industry.
What licenses does Michael hold?
Series 66. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael 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 Michael 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.
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