Wealth Management
40yrs
Top advisor by experience in Norfolk
New
Ethan Mortimer
Financial advisor at Commonwealth Financial Network
Ethan Mortimer is a fiduciary financial advisor in Norfolk, Nebraska, registered since Aug 2026. Ethan joined Commonwealth Financial Network in 2026, 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 98 advisors with offices in Norfolk, and one of 84 fiduciaries.
At a glance
ExperienceNew to the profession (since Aug 2026)
How that compares ?New to the profession
Office3204 West Benjamin Ave Suite 200, Norfolk, NE 68701
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 65Uniform Investment Adviser Law Examination
Career
- Aug 2026 – nowCommonwealth Financial NetworkCurrent firm
Questions to ask Ethan
Tailored to Ethan’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Ethan
How do I contact Ethan?
Call Commonwealth Financial Network at (781) 736-0700 and ask for Ethan Mortimer. Ethan works from the Norfolk, NE office.
How long has Ethan been a financial advisor?
Ethan is new to the profession, registered since Aug 2026, and holds 1 license.
What licenses does Ethan hold?
Series 65. Tap any license on this page to see what it allows.
Is Ethan a fiduciary?
Ethan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ethan 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 Ethan 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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