Tari Kim Trowbridge

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

• 11/2014 → Present
  Commonwealth Financial Network
  Waltham, MA
• 11/2014 → Present
  Trowbridge & Co Wealth Management Group
  Towanda, PA

Previous Registrations

• 2011-07-05 → 2014-11-12
  Lpl Financial Llc
  Wyalusing, PA
• 2006-06-01 → 2011-07-05
  Uvest Financial Services Group, Inc.
  Wyalusing, PA
  Wysox, PA
  Eagles Mere, PA
  Ulster, PA
  Factoryville, PA
  Dushore, PA
  Sayre, PA
  Towanda, PA
  Wyalusing, PA
  Wyalusing, PA

Other Businesses

1. Fixed insurance sales, as an Agent; Conducted at branch; Investment related. 2. Co-owner of rental properties located in Nicholson, PA and Laceyville, PA, as of 09/19/2014; 1% of time spent during business hours; Not conducted at branch location; Investment related. 3. Owner, Real estate properties leased for gas royalties; Located in Wyalusing, Meshoppen, and Laceyville, PA, as of 6/01/2012; 0% of time spent during business hours; Not conducted at branch location; Not investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-03-24
• S63 Uniform Securities Agent State Law Examination
  1992-08-27

Designations

• Certified Financial Planner

Other Names

• Tari K Kelley
• Tari Kim Wisecarver
• Tari Kim Kelley