Press Releases

UICCU Wealth Management Joins Commonwealth Financial Network®

Waltham, MA (February 3, 2014)—Commonwealth Financial Network® today announces the addition of UICCU Wealth Management of Iowa City, Iowa, and Cedar Rapids, Iowa, to its network of independent financial advisors. Formerly affiliated with LPL Financial, Mark Law, managing director and chief investment officer, along with his team of 14 advisors, bring with them more than $500 million in total client assets.

Affiliated with the University of Iowa Community Credit Union, UICCU Wealth Management focuses on fee-based investment management services, as well as comprehensive retirement, college savings, wealth transfer, and life and long-term care insurance planning, plus brokerage services.

For 10 of the last 11 quarters, UICCU has been ranked “#1 in the Nation for Total Return to the Member” out of nearly 14,000 banks and credit unions.* UICCU Wealth Management has pioneered the development of Participant Choice for TIAA-CREF participants in university retirement plans, giving employees the opportunity to choose independent advice for their retirement account investment management. For more information, visit www.uiccuwealthmanagement.com and www.uiccu.org.

“We are pleased to welcome UICCU Wealth Management to the Commonwealth community,” said Andrew Daniels, managing principal of business development at Commonwealth. “Our success is largely based on the success of our advisors, and UICCU is on an incredibly positive trajectory. The energy shared among the UICCU team, matched with our top-tier resources and true commitment to service, create a dynamic partnership where UICCU can focus first and foremost on its clients’ financial well-being.”

Mark Law, CIMA®, AIF®, CMFC®, managing director and chief investment officer of UICCU Wealth Management, said, “In Commonwealth, we found a company that mirrors our strong values and commitment to community. Integrating Commonwealth’s unmatched—and award-winning—technology platform will immediately add value to our practice, increasing efficiency and allowing our team to provide an exceptional client experience for years to come.”

*Callahan and Associates’ Total Return to the Member rating measures how effectively a financial institution returns its profits back to members with great rates and low fees.

About Commonwealth Financial Network
Founded in 1979, Commonwealth Financial Network, member FINRA/SIPC, is the nation’s largest privately held independent broker/dealer–RIA, with headquarters in Waltham, Massachusetts, and San Diego, California. J.D. Power and Associates ranks Commonwealth “Highest in Independent Advisor Satisfaction Among Financial Investment Firms, Three Times in a Row.” The firm supports more than 1,487 independent advisors nationwide in serving their clients as registered representatives, investment adviser representatives, and registered investment advisers, as well as through hybrid service models. For more information, please visit www.commonwealth.com.

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