Kevin Joseph Neiley

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

• 09/2018 → 05/2023
  Securain Financial Services Inc
  St. Paul, MN
• 09/2018 → 05/2023
  Minnesota Life Insurance Co
  St. Paul, MN
• 09/2018 → Present
  Foundations Financial Partners
  Doylestown, PA
• 06/2014 → 09/2017
  Pro Com Roofing Corporation
  Warrington, PA
• 07/2017 → 09/2017
  Stowaway Self-Storage
  Warminster, PA
• 09/2014 → 06/2018
  Dartmouth College
  Hanover, NH
• 05/2023 → Present
  Commonwealth Financial Network
  Waltham, MA

Previous Registrations

• 2018-12-27 → 2023-05-12
  Securian Financial Services, Inc.
  Doylestown, PA

Other Businesses

1. Fixed insurance sales; as of 09/01/2018; 20% of time spent during business hours; Conducted at branch location; Investment related. 2. Co-owner of rental property located in Perkasie, PA, as of 12/15/2024; 0% time spent during business hours; Not conducted at branch location; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2018-11-15

Designations

• Chartered Financial Consultant