Kerri Lynn Wilkes

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

• 05/2004 → Present
  Commonwealth Financial Network
  Topsfield, MA
• 06/2005 → Present
  Commonwealth Financial Network
  Waltham, MA

Other Businesses

1. FIXED INSURANCE SALES AS AGENT AT HOME OFFICE, INVESTMENT RELATED

Exams

• S66 Uniform Combined State Law Examination
  2005-08-19

Designations

• Certified Financial Planner

Other Names

• Kerri L Wilkes
• Kerri Lynn Moses