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Johan Wilhelm Scholdstrom

Commonwealth Financial Network

Malvern, PA

CRD 2110071

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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:

Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2010-09-10
  • PA RA
    APPROVED
    Since 2010-09-10

Branch Locations

Malvern, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Commonwealth Financial Network Waltham MA 07/2007 Present
Insurance & Investment Strategies Paoli PA 07/2007 Present
Other Businesses

1. FIXED INSURANCE SALES; AS AN AGENT UNDER THE DBA NAME INSURANCE & INVESTMENT STRATEGIES; CONDUCTED FROM BRANCH LOCATION; INVESTMENT RELATED.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1991-02-01
  • S63 Uniform Securities Agent State Law Examination
    1991-02-01

View on SEC IAPD

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