Daniel F Flynn

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

• 04/2002 → 01/2025
  Lincoln Financial Advisors
  San Ramon, CA
• 01/2025 → Present
  Commonwealth Financial Network
  San Diego, CA
• 01/2025 → Present
  Aegis Consulting
  Campbell, CA

Previous Registrations

• 2002-10-08 → 2025-01-08
  Osaic Fa, Inc.
  Campbell, CA
  Campbell, CA

Other Businesses

1. Fixed insurance sales; as of 1/06/2025; 1% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, DFF33, Inc.; a private entity established to facilitate securities, advisory, and insurance business; Located in Campbell, CA 95008; as of 02/25/2025; 80% of time spent during business hours; Conducted at branch; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2002-08-07

Designations

• Certified Financial Planner