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Kaitlin W Cochran

Commonwealth Financial Network

Salt Lake City, UT

CRD 6471211

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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

AuthorityCategoryStatusDate
UT RA APPROVED 2024-12-05
  • UT RA
    APPROVED
    Since 2024-12-05

Branch Locations

4525 South Wasatch Blvd. Suite 250, Salt Lake City, UT 84124 • 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
OrganizationCityStateFromTo
Sterling Financial Group Salt Lake City UT 03/2015 01/2025
Commonwealth Financial Network Waltham MA 03/2015 09/2024
Commonwealth Financial Network Waltham MA 09/2024 01/2025
Commonwealth Financial Network Waltham MA 01/2025 Present
Sterling Financial Group Salt Lake City UT 01/2025 Present
Other Businesses

Fixed insurance sales; as of 4/23/2026; 1% of time spent during business hours; Conducted at branch location; Investment related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-25
  • S66 Uniform Combined State Law Examination
    2024-11-25
Other Names
  • Kaitlin Freestone
  • Kaitlin W Freestone

View on SEC IAPD

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Nearby Investors

MICHAEL GENE MEYER
BRADLEY ROBERT BRITTON
TERESA DAHL

Nearby Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT

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