Chad Aaron Wilkinson

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:

Current Employers

Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2023-09-22

NY RA
APPROVED

Since 2023-09-22

Branch Locations

Parish, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
P & A Group	Buffalo	NY	10/2011	09/2021
Kestra Advisory Services, Llc	Buffalo	NY	04/2016	09/2023
Kestra Investment Services, Llc	Buffalo	NY	08/2014	09/2023
Valiant Retire Advisors, Llc	Parish	NY	09/2023	Present
Commonwealth Financial Network	Waltham	MA	09/2023	Present

10/2011 → 09/2021

P & A Group

Buffalo, NY
04/2016 → 09/2023

Kestra Advisory Services, Llc

Buffalo, NY
08/2014 → 09/2023

Kestra Investment Services, Llc

Buffalo, NY
09/2023 → Present

Valiant Retire Advisors, Llc

Parish, NY
09/2023 → Present

Commonwealth Financial Network

Waltham, MA

Previous Registrations

2016-05-05 → 2023-09-22

Kestra Advisory Services, Llc

Buffalo, NY
2014-08-14 → 2016-09-22

Kestra Investment Services, Llc

Williamsville, NY

Austin, TX

Parish, NY
2011-11-29 → 2014-08-20

Financial Telesis Inc

San Rafael, CA

Buffalo, NY

Other Businesses

1.Owner, Valiant Retire Advisors, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 9/08/2023; 75% of time spent during business hours; Conducted at branch; Investment related. 2. Fixed insurance sales; as of 7/18/2023; 1% time spent during business hours; Conducted at branch location; Investment related. 3. Owner, Valiant Retire, Inc.; a private entity established to facilitate third party administration services; as of 7/24/2023; 100% time spent during business hours; Conducted at branch; Investment related. 4. Third Party Administration services, Valiant Retire Inc.; as of 8/25/2021; 75% of Time spent during business hours; Conducted at branch; Not investment related. 5. Co-owner, G Wilkers Milkers, LLC; private entity created for farming and crop sales; Located at 105 Larobardiere Rd, Mexico, NY 13114; as of 7/11/2017; 0% of time spent during business hours; Not conducted at branch location; Not investment related. 6. Co-owner, CM Grow, LLC; private entity created to own farm equipment; Located in Buffalo, NY; as of 8/01/2012; 0% of time spent during business hours; Not conducted at branch location; Not investment related. 7. Co-owner, Wilkholm Farm, LLC, an entity created for buying and managing a diary farm in Mexico, NY, as of 01/01/2018; 0% of time spent during business hours; Not conducted at branch; Investment related.