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Commonwealth Financial Network CRD 8032
$213B regulatory AUM 20,450 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-06-07 |
| OH | RA | APPROVED | 2017-05-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Mansfield | OH | 10/2012 | 05/2017 |
| Commonwealth Financial Network | Waltham | MA | 05/2017 | 07/2026 |
| Emvision Capital Advisors Llc | Mansfield | OH | 01/2026 | 04/2026 |
| Offenburger Capital Management Llc | Mansfield | OH | 05/2017 | Present |
| Commonwealth Financial Network | Waltham | MA | 07/2026 | Present |
1) Owner and president of Offenburger Capital Management, LLC, entity created to operate securities, advisory, and insurance businesses. Investment related. Conducted from branch location. 2) Fixed insurance sales conducted under Offenburger Capital Management, LLC. Investment related. Conducted from branch location. 3) Trustee of company retirement plan, 'Offenburger Capital Management, LLC'. Investment related. Conducted from branch location. 4) Notary public. Not investment related. Conducted from branch location. 5) Owner of NJG Real Estate, holding company that owns and operates 2 properties, one in which branch office operates. Not investment related. Conducted from branch location.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-26 |
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