Kelsey Anne Neal

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

• 07/2021 → 10/2024
  Commonwealth Financial Network
  Waltham, MA
• 12/2019 → 09/2021
  Ohio Army National Guard
  Columbus, OH
• 12/2013 → Present
  Army National Guard
  Salisbury, NC
• 01/2013 → 12/2018
  Karpinski Engineering
  Cleveland, OH
• 07/2021 → 10/2024
  Bds Financial Network
  Medina, OH
• 10/2024 → Present
  Commonwealth Financial Network
  Waltham, MA
• 10/2024 → Present
  Bds Financial Network
  Medina, OH

Other Businesses

Owner, Waypoint Wealth Solutions, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 1/09/2025; 100% time spent during business hours; Conducted at branch; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2024-08-30

Other Names

• Kelsey Anne Miller
• Kelsey Miller