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Current Employers
Commonwealth Financial Network

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

Current Registrations

AuthorityCategoryStatusDate
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
OrganizationCityStateFromTo
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
    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
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-01-29
  • S63 Uniform Securities Agent State Law Examination
    1993-01-29

View on SEC IAPD

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