Anna Grace Robinson

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

• 01/2021 → 06/2021
  Foundations Financial Partners
  Doylestown, PA
• 03/2021 → 06/2021
  Securian Financial Services
  Saint Paul, MN
• 05/2019 → 01/2021
  Owowcow Creamery
  New Hope, PA
• 08/2015 → 04/2019
  University Of Pittsburgh
  Oakland, PA
• 07/2021 → 05/2023
  Minnesota Life Insurance Company
  Saint Paul, MN
• 07/2021 → Present
  Foundations Financial Partners
  Doylestown, PA
• 07/2021 → 05/2023
  Securian Financial Services
  Saint Paul, MN
• 07/2021 → 10/2022
  Mckc Llc
  Doylestown, PA
• 05/2023 → Present
  Commonwealth Financial Network
  Doylestown, PA

Previous Registrations

• 2021-07-06 → 2023-05-11
  Securian Financial Services, Inc.
  Doylestown, PA

Other Businesses

Fixed insurance sales; Located in Doylestown, PA, as of 05/11/2023, 10% time spent during business hours; Conducted at branch location; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2021-05-27

Other Names

• Anna Robinson