Best Investors
Account
Sign in
Best Investors
Account
Sign in
Commonwealth Financial Network CRD 8032
$213B regulatory AUM 20,450 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-26 |
| KS | RA | APPROVED | 2025-02-24 |
Branch Locations
Baldwin City, KS • United States
10801 Mastin Street Suite 370, Overland Park, KS 66210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Premier Income Partners | Overland Park | KS | 09/2018 | 08/2023 |
| Securities America, Inc. | Overland Park | KS | 09/2018 | 05/2023 |
| Security National Bank | Sioux City | IA | 05/2017 | 08/2017 |
| Unemployed | Baldwin City | KS | 01/2018 | 09/2018 |
| Morningside College | Sioux City | IA | 08/2014 | 12/2017 |
| Cambridge Investment Research Inc. | Fairfield | IA | 05/2023 | 08/2023 |
| Cambridge Investment Research Inc. | Fairfield | IA | 08/2023 | 08/2023 |
| Commonwealth Financial Network | Waltham | MA | 08/2023 | 08/2025 |
| Infinitas | Overland Park | KS | 08/2023 | 08/2025 |
| Infinitas | Overland Park | KS | 08/2025 | Present |
| Commonwealth Financial Network | Waltham | MA | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-21 |
Reach out to this advisor