Roman Orest Batschynsky

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1995 → Present
  Oakwood Financial Network Llc
  Troy, MI
• 09/2003 → 10/2017
  National Planning Corporation
  Troy, MI
• 10/2017 → Present
  Commonwealth Financial Network
  Waltham, MA

Previous Registrations

• 2008-09-15 → 2017-11-01
  National Planning Corporation
  Troy, MI

Other Businesses

1. Owner, Oakwood Financial Network, LLC, a private entity established to facilitate securities, advisory, and insurance business; As of 10/05/2017; Approximately 1-2% time spent during securities trading hours per month; Conducted at branch location; Investment related. 2. Fixed Insurance Sales, as an Agent; As of 10/05/2017; Approximately 1-2% time spent during securities trading hours per month; Conducted at branch location; Investment related.

Exams

• S63 Uniform Securities Agent State Law Examination
  1988-04-27

Designations

• Certified Financial Planner