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Widmann Financial Services CRD 289106
$467M regulatory AUM 2 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4321 Northview Drive, Bowie, MD 20716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2017-11-07 |
Branch Locations
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2001-04-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Bowie | MD | 03/2001 | Present |
| Widmann Financial Services, Inc. | Bowie | MD | 03/2001 | Present |
1. Fixed Insurance Sales At Branch Location, Investment Related. 2. Co-owner, Widmann Financial Services, Inc.; a private entity established to facilitate securities, advisory, and insurance business; as of 1/01/2024; 100% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-05-05 |
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