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Commonwealth Financial Network CRD 8032
$213B regulatory AUM 20,450 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-30 |
| CA | RA | APPROVED | 2023-07-14 |
| UT | RA | APPROVED | 2020-07-14 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wm. "Al" Muskat, Cfp Inc | Simi Valley | CA | 08/2006 | 06/2022 |
| Commonwealth Financial Network | Waltham | MA | 07/2009 | Present |
| Infinitas | Overland Park | KS | 07/2022 | 06/2024 |
| Ken Muskat Financial | Overland Park | KS | 07/2024 | Present |
FIXED INSURANCE SALES UNDER NAME COMMONWEALTH FINANCIAL NETWORK, CONDUCTED AT BRANCH, INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 2004-07-26 |
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