Benjamin Paul Burkhead

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

• 02/2014 → 12/2021
  C&L Financial Services Llc
  Beaver Falls, PA
• 10/2021 → 01/2024
  Centauri Advisory Group, Inc.
  Zelienople, PA
• 01/2024 → 08/2025
  Commonwealth Financial Network
  Waltham, MA
• 01/2024 → Present
  Flick Financial
  Beaver Falls, PA
• 08/2025 → Present
  Commonwealth Financial Network
  Waltham, MA

Previous Registrations

• 2021-10-06 → 2024-01-25
  Centauri Advisory Group, Inc.
  Zelienople, PA
• 2014-06-11 → 2021-12-02
  C&L Financial Services
  Beaver Falls, PA
• 2008-07-08 → 2014-06-12
  Msi Financial Services, Inc.
  Beaver Falls, PA

Other Businesses

Fixed insurance sales; Located at 2674 Darlington Road Beaver Falls, PA 15010, as of 10/29/2024; 15% of time spent during business hours; Conducted at branch location; Investment related.

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-04-16
• S65 Uniform Investment Adviser Law Examination
  2008-07-01

Designations

• Chartered Financial Consultant

Other Names

• Benjamin Burkhead