Michael Alan Critchfield

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

• 11/2010 → 01/2023
  Woodbury Financial Services, Inc
  Yuba City, CA
• 01/2023 → 03/2024
  Commonwealth Financial Network
  San Diego, CA
• 01/2023 → 03/2024
  Core Financial Group
  Yuba City, CA
• 03/2024 → Present
  Unemployed/Retired
  Browns Valley, CA

Previous Registrations

• 2023-01-06 → 2024-04-01
  Commonwealth Financial Network
  San Diego, CA
  Yuba City, CA
• 2010-11-23 → 2023-01-10
  Woodbury Financial Services, Inc.
  Yuba City, CA
  Roseville, CA
  Yuba City, CA
• 2007-01-18 → 2010-11-26
  Edward Jones
  Yuba City, CA
  Yuba City, CA
  Yuba City, CA

Exams

• S66 Uniform Combined State Law Examination
  2007-01-09
• S63 Uniform Securities Agent State Law Examination
  2005-03-11

Designations

• Certified Financial Planner

Other Names

• Michael Critchfield