Daniel Paul Dueweke

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

• 07/2006 → 07/2024
  Cetera Investment Services Llc
  St.CLoud, MN
• 07/2006 → 07/2024
  Independent Bank
  Clio, MI
• 01/2014 → 07/2024
  Cetera Investment Advisers Llc
  Bay City, MI
• 07/2024 → Present
  Commonwealth Financial Network
  Waltham, MA
• 07/2024 → Present
  Shoreline Wealth Partners
  Bay City, MI

Previous Registrations

• 2014-01-21 → 2024-07-26
  Cetera Investment Advisers Llc
  Bay City, MI
• 2010-10-25 → 2014-01-21
  Cetera Investment Services Llc
  Clio, MI
  Saginaw, MI
  Caro, MI
  Ionia, MI
  Bay City, MI
  Troy, MI
  East Lansing, MI
  Grand Rapids, MI
  Troy, MI
  Traverse City, MI
  Shelby Township, MI
  Ionia, MI
• 2001-04-25 → 2002-10-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Saginaw, MI

Other Businesses

Fixed insurance sales, as of 07/26/2024, 2% time spent during business hours; Conducted at branch location; Investment related. Co-owner, Shoreline Wealth Partners, a private entity established to facilitate securities, advisory, and insurance business; as of 07/26/2024; 100% time spent during business hours; Conducted at branch; Investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-12-21
• S63 Uniform Securities Agent State Law Examination
  1999-08-12

Designations

• Certified Financial Planner