Robert Eark Otwell

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

Authority	Category	Status	Date
CA	RA	APPROVED	2025-08-08

CA RA
APPROVED

Since 2025-08-08

Branch Locations

Fallbrook, CA • 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

Organization	City	State	From	To
Lincoln Park Financial Group	Chicago	IL	10/2004	Present
University/Loyola Chicago	Chicago	IL	01/2004	Present
Commonwealth Financial Network	Waltham	MA	02/2004	Present

10/2004 → Present

Lincoln Park Financial Group

Chicago, IL
01/2004 → Present

University/Loyola Chicago

Chicago, IL
02/2004 → Present

Commonwealth Financial Network

Waltham, MA

Other Businesses

1. Fixed Insurance Sales, DBA as Lincoln Park Financial Group, Conducted at branch location; Investment related. 2. Executor for family member's will; Investment related. 3. Artist, Rob Otwell Arts, Selling handmade paintings as a hobby; Located in Fallbrook, CA 92028, as of 2/18/2026; 1% of time spent during business hours; Not Conducted at branch location; Not Investment related.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2005-03-02

S66 Uniform Combined State Law Examination

2005-03-02

View on SEC IAPD