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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| MA | RA | APPROVED | 2012-05-15 |
Branch Locations
303 Wyman Street Suite 275, Waltham, MA 02451 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 05/2012 | Present |
| Wealth Planning Resources Llc | Waltham | MA | 05/2012 | Present |
1. WEALTH PLANNING RESOURCES LLC; ENTITY CREATED FOR SECURITIES AND FIXED INSURANCE BUSINESS; CONDUCTED FROM THE BRANCH OFFICE; INVESTMENT RELATED 2. FIXED INSURANCE SALES; AGENT; CONDUCTED FROM THE BRANCH OFFICE; INVESTMENT RELATED 3. TRUSTEE; BRANCH 401K PLAN; INVESTMENT RELATED; CONDUCTED AT BRANCH. 4. Co-owner, Steiger Creed LLC, an entity created for the purpose of managing residential real estate at 2545 Cattle Kate #3302 Steamboat CO., as of 05/22/2025; 2% of time spent during business hours; Not Conducted at branch; Investment related. 4. SUB-LEASING BRANCH OFFICE SPACE; NOT INVESTMENT RELATED; CONDUCTED AT BRANCH LOCATION.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 1992-02-10 |
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