Ryan Wilkinson

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

• 12/2016 → 05/2018
  Northwestern Mutual Investment Services Llc
  Boston, MA
• 06/2016 → 05/2018
  Gerald Donovan
  Boston, MA
• 06/2016 → 01/2017
  Christopher Brennan
  Boston, MA
• 08/2017 → 05/2018
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 05/2018 → Present
  Commonwealth Financial Network
  Waltham, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-05-03
• S63 Uniform Securities Agent State Law Examination
  2017-03-15

Other Names

• Ryan J Wilkinson