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Commonwealth Financial Network CRD 8032
$213B regulatory AUM 20,450 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-25 |
| OH | RA | APPROVED | 2017-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mckee Asset Management | Tipp City | OH | 12/2011 | Present |
| Commonwealth Financial Network | Waltham | MA | 11/2011 | Present |
1. Fixed insurance sales; As of 8/13/2019; Approximately 5% time spent during business hours; Conducted at branch location; Investment related. 2. Owner, MK Asset Management, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 5/06/2025; 45% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-06-23 |
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