Jamie Lee Henning

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

Authority	Category	Status	Date
WI	RA	APPROVED	2009-03-25

WI RA
APPROVED

Since 2009-03-25

Branch Locations

121 Front St. Suite 6, Beaver Dam, WI 53916 • 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

Organization	City	State	From	To
American National Wealth Management	Waltham	MA	03/2004	02/2026
Silver Leaf Investment Advisors	Beaver Dam	WI	02/2026	Present
Commonwealth Financial Network	Waltham	MA	03/2004	Present

03/2004 → 02/2026

American National Wealth Management

Waltham, MA
02/2026 → Present

Silver Leaf Investment Advisors

Beaver Dam, WI
03/2004 → Present

Commonwealth Financial Network

Waltham, MA

Other Businesses

1. Fixed insurance sales; as of 2011; 1% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Henning Wealth Management, LLC dba Silver Leaf Investment Advisors; a private entity established to facilitate securities, advisory, and insurance business; as of 1/30/2026; 100% time spent during business hours; Conducted at branch; Investment related.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1993-01-29

S63 Uniform Securities Agent State Law Examination

1993-01-29

View on SEC IAPD