Advisor Klaudia Conradt Joins Commonwealth-Affiliated Conestoga Wealth Partners
Formerly affiliated with UBS, Conradt opts to enter the independent channel.
Waltham, MA (July 14, 2021)—Commonwealth Financial Network®, a national firm dedicated to providing advisor-focused business solutions, announces the addition of Klaudia Conradt to its network of independent financial advisors. Formerly with UBS, Conradt joins Conestoga Wealth Partners, a Commonwealth-affiliated firm in Gig Harbor, Washington. With more than 25 years of experience in the financial services industry and wealth management, Conradt adds $132 million in assets under management to the firm.
With Conestoga Wealth Partners, Conradt will continue to serve area business owners and retired professionals with legacy planning and charitable giving, as well as holistic financial planning through bespoke portfolio management. She prides herself on having a strong cross-functional network, with almost all new client acquisitions coming from referrals.
The flexibility of the independent business model will serve my clients and my business very well, and choosing independence at a firm with Commonwealth’s reputation among my peers was important to me.
When considering her move to independence, Conradt sought a firm and firm partner that would be adaptable enough to let her work with whomever she chose while sharing her values of community and innovation. To learn more about the Pacific Northwest firm, visit www.conestogawealth.com.
"The flexibility of the independent business model will serve my clients and my business very well, and choosing independence at a firm with Commonwealth's reputation among my peers was important to me," says Conradt. "Not only am I able to offer unlimited solutions to the clients I want to work with, I also have more control over my schedule and how I run my practice. I'm looking forward to a better work-life balance."
Conradt, who specializes in building custom models for her clients, can count on Commonwealth's well-researched and vetted technology choices, as well as access to a suite of software solutions. "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. I'm thrilled to finally be able to customize my technology stack." says Conradt. To grow her practice, Conradt will leverage Commonwealth's partnership-driven Compliance team to launch contemporary marketing tactics like newsletters and podcasts.
"We're thrilled to welcome Klaudia to our community of independent financial advisors and to an established independence success story at Conestoga Wealth Partners," said Andrew Daniels, Commonwealth's managing principal, business development. "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."
Daniels added, "Commonwealth’s open technology architecture and common-sense approach to compliance will support Klaudia as she pursues new and innovative ways to serve her clients and market her business."
About Commonwealth Financial Network®
Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides a suite of business solutions that empowers more than 2,000 independent financial advisors nationwide. J.D. Power ranks Commonwealth “#1 in Independent Advisor Satisfaction Among Financial Investment Firms, Eight Times in a Row.” Privately held since 1979, the firm has headquarters in Waltham, Massachusetts, and San Diego, California. Learn more about Commonwealth by visiting www.commonwealth.com.
Commonwealth received the highest score in the independent advisor segment of the J.D. Power 2010, 2012, 2013, 2014, 2018, 2019, 2020, and 2021 Financial Advisor Satisfaction Studies of customers' satisfaction among financial advisors. Visit jdpower.com/awards.
