Trisha Elizabeth Arndt

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

• 05/2000 → Present
  Commonwealth Financial Network
  Waltham, MA
• 01/2006 → Present
  Wealth Strategies Of Wisconsin, Ltd.
  Verona, WI

Other Businesses

1. WOSPEC, INC. - 51% OWNER OF CONSTRUCTION COMPANY, NOT A TBRANCH LOCATION, NOT INVESTMENT RELATED. 2. FIXED INSURANCE SALES AT BRANCH LOCATION, INVESTMENT RELATED. 3. POWER OF ATTORNEY FOR FAMILY MEMBERS, NOT AT BRANCH LOCATION, NOT INVESTMENT RELATED. 4. WEALTH STRATEGIES OF WISCONSIN, LTD. - PRESIDENT AND SOLE OWNER OF ENTITY CREATED FOR SECURITIES AND INSURANCE BUSINESS, INVESTMENT RELATED. 5. OWNING AND RENTING OUT A SINGLE FAMILY HOME AS CO-OWNER; NON-INVESTMENT RELATED. 6. NOTARY PUBLIC; NON-INVESTMENT RELATED; CONDUCTED AT BRANCH 7. CO-TRUSTEE FOR GRANDMOTHER IN LAW; LOCATED IN VERONIA, WI; AS OF 2/5/2019; 0% OF TIME SPENT DURING BUSINESS HOURS; NOT CONDUCTED AT BRANCH LOCATION; NOT INVESTMENT RELATED.

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-07-17

Designations

• Certified Financial Planner

Other Names

• Trisha Elizabeth Berryman
• Trisha Elizabeth Berryman