Karen Dolan Curran

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

• 11/2014 → 10/2019
  Bolton Global Capital
  Bolton, MA
• 11/2014 → 10/2019
  Bolton Global Asset Management
  Bolton, MA
• 10/2019 → 06/2026
  Commonwealth Financial Network
  Waltham, MA
• 10/2019 → 11/2025
  Curran And Keegan Financial
  Northampton, MA
• 11/2025 → 06/2026
  Curran And Keegan A Shorepoint Advisory Group Company
  Hadley, MA
• 06/2026 → 06/2026
  Shorepoint Advisory Group
  Hadley, MA
• 06/2026 → Present
  Commonwealth Financial Network
  Waltham, MA
• 06/2026 → Present
  Shorepoint Advisory Group
  Hadley, MA

Previous Registrations

• 2014-11-19 → 2019-10-14
  Bolton Securities Corporation
  Northampton, MA
  Bolton, MA
• 2009-02-09 → 2014-11-18
  Lpl Financial Llc
  Northampton, MA

Other Businesses

1. Co-Owner, 104 Middle Street, LLC, an entity created for the purpose of buying and managing commercial real estate at 104 Middle St., Hadley, MA 01035, as of 10/16/2020; 0% of time spent during business hours; Conducted at branch; Investment related. 2. Fixed insurance sales; as of 12/09/2021; 0% of time spent during business hours; Conducted at branch location; Investment related. 3. Co-Owner of rental property located in Bimini, Bahamas, as of 04/01/2023; 0% time spent during business hours; Not conducted at branch location; Investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-05-13
• S63 Uniform Securities Agent State Law Examination
  2005-05-06

Designations

• Certified Financial Planner

Other Names

• Karen Janet Dolan