Kathleen Erin Anderson

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

• 10/2005 → Present
  Financial Strategies Group
  Rhinelander, WI
• 10/2005 → Present
  Commonwealth Financial Network
  Waltham, MA

Other Businesses

1) FIXED INSURANCE SALES, CONDUCTED AT BRANCH, INVESTMENT RELATED. 2) Co-owner of Financial Strategies Group, LLC, entity created to facilitate securities, advisory, and insurance businesses. Investment related and conducted from branch location.

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-10-07

Designations

• Certified Financial Planner

Other Names

• Kathleen Erin Burke
• Kathleen Erin Burke