Oneamerica Securities
46yrs
Top advisor by experience in Waltham
9yrs
Robert Swanke
Full name on record: Robert C Swanke
Financial advisor at Commonwealth Financial Network
Robert Swanke has worked in the financial industry for 9 years and is a financial advisor based in Waltham, Massachusetts. Robert has been with Commonwealth Financial Network since 2018. Robert holds the CFA designation.
At a glance
Experience9 years (since 2018)
How that compares ?9 years in the industry
Office275 Wyman Street, Suite. 400, Waltham, MA 02451
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.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- 2018 – nowCommonwealth Financial NetworkCurrent firm
Contact Robert
(781) 736-0700Commonwealth Financial Network main office 275 Wyman Street, Suite. 400Waltham, MA 02451Office · Get directions Firm websiteHTTPS://BLOG.COMMONWEALTH.COM/INDEPENDENT-MARKET-OBSERVER
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Questions to ask Robert
Tailored to Robert’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 Robert
How do I contact Robert?
Call Commonwealth Financial Network at (781) 736-0700 and ask for Robert Swanke. Robert works from the Waltham, MA office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2018, about 9 years. 9 years in the industry.
What licenses does Robert hold?
No exams are listed on the official record.
Is Robert a fiduciary?
Robert is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Robert 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 Robert 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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