Lori Meg Colclasure

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
TX	RA	APPROVED_RES	2026-03-24
FL	RA	APPROVED	2013-10-04

TX RA
APPROVED_RES

Since 2026-03-24
FL RA
APPROVED

Since 2013-10-04

Branch Locations

2141 Alt A1A So Suite 310, Jupiter, FL 33477 • 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
Colclasure Consulting Llc	Palm Beach	FL	01/2008	Present
Forman Capital Llc	Palm Beach	FL	06/1994	Present
Cary Stamp & Company	Tequesta	FL	01/2013	12/2017
Commonwealth Financial Network	Waltham	MA	01/2013	Present

01/2008 → Present

Colclasure Consulting Llc

Palm Beach, FL
06/1994 → Present

Forman Capital Llc

Palm Beach, FL
01/2013 → 12/2017

Cary Stamp & Company

Tequesta, FL
01/2013 → Present

Commonwealth Financial Network

Waltham, MA

Other Businesses

1. Asset Advisory Services, Inc., as insurance agent selling fixed insurance products, conducted at branch, investment related. 2. Asset Advisory Services, Inc., as consultant providing divorce planning services, conducted at branch, investment related. 3. LMC Advisors, owner and sole member, providing general accounting services, not conducted at branch, not investment related.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-08-22

S66 Uniform Combined State Law Examination

2013-08-22

View on SEC IAPD