Commonwealth Financial Network
Tim Moberg, CPA, currently serves as the Controller at Commonwealth Financial Network, a position held since November 2024. Prior to this role, Tim held various positions at WilliamsMarston LLC, including Advisory Director, Advisory Manager, and Consultant from April 2020 to November 2024. Tim also gained experience at EY, working as an Assurance Senior and Assurance Staff from January 2017 to April 2020, and as an Intern in June 2015. Additionally, Tim worked as a Graduate Assistant at James Madison University in 2016. Tim Moberg earned a Master of Science in Accounting from James Madison University in 2017, following a Bachelor's Degree in Accounting from the same institution in 2015.
This person is not in any teams
Commonwealth Financial Network
8 followers
Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides financial advisors with holistic, integrated solutions that support business evolution, growth acceleration, and operational efficiency. J.D. Power ranks Commonwealth Financial Network “#1 in Independent Advisor Satisfaction Among Financial Investment Firms, Nine Times in a Row.” Privately held since 1979, the firm has headquarters in Waltham, Massachusetts, and San Diego, California. Learn more about how Commonwealth partners with more than 2,000 independent financial advisors overseeing more than $272.9 billion* in assets nationwide by visiting www.commonwealth.com. Commonwealth received the highest score among independent advisors in the J.D. Power 2010, 2012, 2013, 2014, and 2018‒2022 U.S. Financial Advisor Satisfaction Studies. Presented on July 6, 2022, for January to May 2022, it is based on responses from 3,039 advisors employed by or affiliated with the firms included in the study. Not indicative of the firm’s future performance. Your experience may vary. Use of study results in promotional materials is subject to a license fee. Visit jdpower.com/awards for more details. *As of 12/31/2021