Tammy Sue Tetzlaff

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

• 05/2013 → 01/2022
  Commonwealth Financial Network
  Waltham, MA
• 05/2013 → 01/2022
  Trinity Planning Group, Llc
  Overland Park, KS
• 01/2022 → Present
  Commonwealth Financial Network
  Waltham, MA
• 01/2022 → Present
  Infinitas
  Overland Park, KS

Other Businesses

1. Fixed insurance sales, as of 06/01/2013, 1% of time spent during business hours, Investment related. Conducted at branch. 2. Owner, Infinitas Retirement Plan Solutions, LLC, a private entity established to facilitate qualified plan business; as of 03/15/2021; 100% of time spent during business hours; Conducted at branch; Investment related. 3. Co-owner, Infinitas Planning Group LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 7/01/2026; 100% of time spent during business hours; Conducted at branch; Investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-10-18
• S63 Uniform Securities Agent State Law Examination
  2007-10-12

Other Names

• Hamilton
• Tammy Sue Hamilton