Nancy Leigh Kornblum

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

• 08/2008 → Present
  Commonwealth Financial Network
  Waltham, MA
• 08/2008 → 10/2016
  Kornblum & Tomas Financial Services
  Red Bank, NJ
• 10/2016 → Present
  Kornblum & Haverstick Financial Services
  Red Bank, NJ

Previous Registrations

• 2002-07-29 → 2008-08-18
  Ameriprise Financial Services, Llc
  Red Bank, NJ

Other Businesses

1. Fixed insurance sales, as an Agent, under the name 'Kornblum & Haverstick Financial Services'; Conducted at branch location; Investment related. 2. Owner, Flying Cow, Inc. doing business as Kornblum & Haverstick Financial Services; a private entity established as an operating company for securities business; Conducted at branch location; Investment related. 3. Co-Owner and Managing Partner, Kornstick Properties, LLC, a private real estate holding company that owns building where branch office is located and rents out three offices located in building; As of 08/2016; Not conducted at branch location; Investment related.

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-11-20

Designations

• Certified Financial Planner

Other Names

• Nancy Urner
• Nancy Leigh Kornblum