Chase Alexander Martin

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

• 06/2016 → 09/2018
  Wealth Strategies Of Wisconsin
  Verona, WI
• 07/2016 → 09/2018
  Commonwealth Financial Network
  Waltham, MA
• 09/2018 → Present
  Wealth Strategies Of Wisconsin
  Verona, WI
• 09/2018 → Present
  Commonwealth Financial Network
  Waltham, MA

Previous Registrations

• 2015-03-16 → 2015-05-26
  Edward Jones
  Dousman, WI
  Maryland Heights, MO
  Maryland Heights, MO

Exams

• S66 Uniform Combined State Law Examination
  2015-03-13