Keith Flynn Tomer

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

• 05/2004 → 05/2023
  Securian Financial Services Inc
  St Paul, MN
• 05/2004 → 05/2023
  Minnesota Life Insurance Company
  St Paul, MN
• 01/2014 → Present
  Foundations Financial Partners
  Doylestown, PA
• 05/2023 → Present
  Commonwealth Financial Network
  Doylestown, PA

Previous Registrations

• 2009-08-17 → 2023-05-08
  Securian Financial Services, Inc.
  Doylestown, PA
  Allentown, PA
  Coopersburg, PA
  Wrightstown, PA

Other Businesses

1. Fixed insurance sales; as of 11/01/2014; 2% of time spent during business hours; Conducted at branch location; Investment related. 2. Operations Assistant with signing authority, MCKC, LLC; as of 11/01/2014; 50% of time spent during business hours; Conducted at branch location; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2004-07-27