Daniel Thomas Rendler

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

Authority	Category	Status	Date
WI	RA	APPROVED	2013-02-21

WI RA
APPROVED

Since 2013-02-21

Branch Locations

625 Water Street Suite 105, Prairie Du Sac, WI 53578 • 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

Organization	City	State	From	To
Rendler And Associates	Prairie Du Sac	WI	07/2014	Present
Silver Leaft Advisors, Llc	Prairie Du Sac	WI	02/2019	Present
Commonwealth Financial Network	Waltham	MA	07/2014	Present

07/2014 → Present

Rendler And Associates

Prairie Du Sac, WI
02/2019 → Present

Silver Leaft Advisors, Llc

Prairie Du Sac, WI
07/2014 → Present

Commonwealth Financial Network

Waltham, MA

Previous Registrations

2019-03-11 → 2022-09-01

Silver Leaf Advisors, Llc

Prairie Du Sac, WI

Other Businesses

1.Fixed insurance sales, as an Agent, under the name 'Silver Leaf Investment Advisors'; As of 06/12/12; 10% time spent during business hours; Conducted at branch; Investment related.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-02-19

S66 Uniform Combined State Law Examination

2013-02-19

Designations

Certified Financial Planner

Other Names

Daniel Rendler

View on SEC IAPD