Kevin L Davenport

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

• 11/2013 → Present
  Commonwealth Financial Network
  Waltham, MA

Previous Registrations

• 2007-08-20 → 2013-11-01
  Northwestern Mutual Investment Services, Llc
  Cleveland, OH
  Cleveland, OH

Other Businesses

1. Fixed insurance sales, as of 03/21/2018; approximately 5% time spent during securities hours per month; conducted at branch location; Investment related. 2. Davenport Wealth Management, LLC - owner and member of a private entity for securities business; investment related. 3. Board Member for the City of Berea Planning Commission; Located at 11 Berea Commons Berea, Ohio 44017, as of 5/01/2025; 0% of time spent during business hours; Not conducted at branch location; Not investment related. 4. Co-owner, 4039 S Woodcliff LLC, an entity created for the purpose of buying and managing residential real estate at 4039 S. Woodcliff Dr, Lakeside Marblehead, Ohio 43440, as of 5/23/2025; 0% of time spent during business hours; Not conducted at branch; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2007-06-09
• S63 Uniform Securities Agent State Law Examination
  2002-12-20