Iris Bullicer Ilao

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

• 01/2013 → 06/2018
  Cetera Advisor Networks Llc
  El Segundo, CA
• 06/2018 → 01/2019
  Argosy Wealth Management Corporation
  Los Angeles, CA
• 06/2018 → 01/2019
  Mutual Securities, Inc.
  Camarillo, CA
• 03/2019 → 04/2020
  Commonwealth Financial Network
  San Diego, CA
• 04/2020 → Present
  Commonwealth Financial Network
  San Diego, CA
• 03/2019 → 04/2020
  Powell Financial Group
  Camarillo, CA
• 04/2020 → Present
  Powell Financial Group
  Camarillo, CA

Previous Registrations

• 2018-01-24 → 2019-02-07
  Argosy Wealth Management
  Westlake Village, CA
  Los Angeles, CA
• 2008-03-25 → 2018-07-02
  Cetera Wealth Services, Llc
  Westlake Village, CA
  Westlake, CA

Other Businesses

1.President and Owner, Polaris Lighthouse, Inc. doing business as Postal Junction, a private entity involved in pack and ship services, mailbox rentals, and gift shop sales; Located at 107 N. Reino Road, Newbury Park, CA 91320; As of 10/18/2018; Approximately 0% time spent during securities trading hours per month; Not conducted at branch location; Not investment related. 2.Co-Owner of rental property located in Oxanard, CA; As of July 2014; Approximately 0% time spent during securities trading hours per month; Not conducted at branch location; Investment related. 3. Fixed insurance sales; as of 04/02/2020; 1% time spent during business hours; Conducted at branch location; Investment related. 4. Co-Owner, CTR Landscape Services, LLC DBA Guardian Landscapes & Design; landscape maintenance services for HOAs, located in Newbury Park, CA as of 08/20/2022; 0% time spent during business hours; Conducted at branch location; Investment related. 5. Owner & President, Ilao Financial, Inc. dba Powell Financial Group; a private entity established to facilitate securities, advisory, and insurance business; as of 3/01/2025; 5% time spent during business hours; Conducted at branch; Investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-10-26
• S63 Uniform Securities Agent State Law Examination
  2004-09-08

Other Names

• Iris Schlobohm Bullicer