Bryn Todd Henry

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

• 04/2008 → 07/2026
  Commonwealth Financial Network
  Waltham, MA
• 07/2008 → 10/2017
  Global Wealth Advisors
  Dallas, TX
• 10/2017 → Present
  Guided Path Financial
  Corsicana, TX
• 07/2026 → Present
  Commonwealth Financial Network
  Waltham, MA

Previous Registrations

• 2008-10-20 → 2017-11-08
  Global Wealth Advisors
  Dallas, TX
• 2003-11-21 → 2008-04-29
  Osaic Fa, Inc.
  Dallas, TX
  Addison, TX
• 2002-07-05 → 2003-12-18
  Veravest Investment Advisors, Inc.
  Dallas, TX

Other Businesses

1.FIXED INSURANCE SALES UNDER NAME GUIDED PATH FINANCIAL, AS INSURANCE AGENT, CONDUCTED AT BRANCH, INVESTMENT RELATED. 2. GP WEALTH SOLUTIONS, LLC DOING BUSINESS AS GUIDED PATH FINANCIAL, CEO AND OWNER OF A PRIVATE ENTITY CREATED AS OPERATING COMPANY FOR SECURITIES, ADVISORY, AND INSURANCE BUSINESS, CONDUCTED AT BRANCH, INVESTMENT RELATED.

Exams

• S66 Uniform Combined State Law Examination
  2002-04-04