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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:

Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-11-01
  • TX RA
    APPROVED
    Since 2019-11-01

Branch Locations

201 American Concourse Suite 310, Fort Worth, TX 76106 • United States

201 American Concourse Suite 310, Fort Worth, TX 76106 • United States

275 Wyman Street, Ste. 400, Waltham, MA 02451 • United States

Fort Worth, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St. Louis MO 03/2008 11/2019
Commonwealth Financial Network Waltham MA 11/2019 Present
Bisdorf Palmer, Llc Fort Worth TX 11/2019 04/2025
Palmer Wealth Group Fort Worth TX 04/2025 Present
  • 03/2008 → 11/2019
    St. Louis, MO
  • 11/2019 → Present
    Waltham, MA
  • 11/2019 → 04/2025
    Bisdorf Palmer, Llc
    Fort Worth, TX
  • 04/2025 → Present
    Palmer Wealth Group
    Fort Worth, TX
Previous Registrations
  • 2008-05-21 → 2019-11-08
    St Louis, MO
    Keller, TX
    Westworth Village, TX
Other Businesses

1.Co-Owner, Bisdorf Palmer, LLC, a private entity established to facilitate securities, advisory, and insurance business; As of 09/30/19; Greater than 95% time spent during regular business hours; Conducted at branch location; Investment related. 2.Fixed insurance sales; As of 09/30/19; 5% time spent during regular business hours; Conducted at branch; Investment related. 3. Owner, Palmer Wealth Group, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 1/04/2024; 50% time spent during business hours; Conducted at branch; Investment related. 4. Owner, Palmer Wealth Group - Fort Worth LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 7/06/2026; 10% time spent during business hours; Conducted at branch; Investment related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-05-08
  • S66 Uniform Combined State Law Examination
    2008-05-08
Designations
  • Certified Financial Planner
Other Names
  • Luke Palmer

View on SEC IAPD

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