Michael Folan Oberdorf

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

• 09/2016 → 02/2017
  Regal Securities, Inc.
  Sea Girt, NJ
• 02/2017 → Present
  Commonwealth Financial Network
  Waltham, MA

Previous Registrations

• 2016-11-01 → 2017-03-10
  Regal Advisory Services, Inc.
  Sea Girt, NJ
  Glenview, IL

Other Businesses

1. Fixed insurance sales, as of 02/28/2017, less than 10% of time spent during business hours, Investment related, conducted from branch location. 2. Co-Owner, 520 Real Estate Ventures, LLC, an entity created for the purpose of buying and managing commercial real estate in Marlboro, NJ, as of 10/15/2021; 0% of time spent during business hours; Not Conducted at branch; Investment related.

Exams

• S63 Uniform Securities Agent State Law Examination
  2016-11-10

Designations

• Chartered Financial Analyst