Michael L Rendler

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

• 04/2019 → 09/2019
  Global Atlantic Distributors, Llc
  Berwyn, PA
• 04/2019 → 09/2019
  Global Atlantic Financial Company
  Berwyn, PA
• 08/2016 → 03/2019
  U.S Bancorp
  Milwaukee, WI
• 03/2021 → 01/2025
  Commonwealth Financial Network
  Waltham, MA
• 10/2019 → 02/2021
  Self Employed
  Lodi, WI
• 01/2025 → Present
  Commonwealth Financial Network
  Waltham, MA
• 01/2025 → Present
  Silver Leaf Investment Advisors
  Prairie Du Sac, WI

Exams

• S66 Uniform Combined State Law Examination
  2022-11-23
• S63 Uniform Securities Agent State Law Examination
  2019-07-23