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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 | 2026-03-23 |
| NE | RA | APPROVED | 2023-04-25 |
Branch Locations
600 West Broadway Suite 3200, San Diego, CA 92101 • United States
16934 Frances St. Suite 201, Omaha, NE 68130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Lavista | NE | 05/2004 | 04/2023 |
| Securities America Advisors, Inc. | Lavista | NE | 08/2004 | 04/2023 |
| Matthew Peters | Omaha | NE | 08/2009 | 04/2023 |
| Commonwealth Financial Network | San Diego | CA | 04/2023 | Present |
| Peters Wealth Plan, Llc | Omaha | NE | 04/2023 | Present |
| Trusted Wealth Partners | Omaha | NE | 04/2023 | Present |
1.Owner, Peters Wealth Plan, LLC a private entity established to facilitate securities, advisory, and insurance business; as of 4/20/2023; 2% of time spent during business hours; Conducted at branch; Investment related. 2.Fixed insurance sales; as of 4/20/2023; 2% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-09-16 |
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