Elise Rand

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

• 05/2019 → 05/2024
  Commonwealth Financial Network
  Waltham, MA
• 05/2019 → 05/2024
  Crabtree Financial Group, Llc
  Normal, IL
• 11/2016 → 04/2019
  Melton & Associates
  Rockford, IL
• 08/2013 → 05/2017
  Full-Time High School Student
  Belvidere, IL
• 08/2017 → 05/2021
  Full-Time College Student
  Normal, IL
• 03/2017 → 12/2018
  Jimmy Johns
  Belvidere, IL
• 05/2024 → Present
  Crabtree Financial Group, Llc
  Normal, IL
• 05/2024 → Present
  Commonwealth Financial Network
  Waltham, MA

Other Businesses

1. Fixed insurance sales; Located at 1713 Fort Jesse Road Suite A Normal, IL 61761, as of 10/24/2024; 5% of time spent during business hours; Conducted at branch location; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2023-01-06