Meena Siulai Cheng

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

• 09/2014 → Present
  Commonwealth Financial Network
  San Diego, CA

Previous Registrations

• 2008-02-29 → 2014-09-29
  D.A. Davidson & Co.
  Redmond, WA
• 2006-08-12 → 2008-03-12
  Ubs Financial Services Inc.
  Bellevue, WA
  Bellevue, WA
• 2000-05-16 → 2006-08-12
  Piper Sandler & Co.
  Bellevue, WA
  Bellevue, WA

Other Businesses

1. Author, Fortune in Your Cookies; as of 2002, 5% of time spent during business hours not investment related; not performed at branch 2. Fixed insurance sales; as of 09/29/2014, 5% of time spent during business hours investment related; performed at branch 3. Impact Financial LLC, sole member and owner of private entity established to facilitate securities and fixed insurance business, as of 09/29/2014, 100% of time spent during business hours, conducted at branch, investment related. 4. Author, Inspiration From 9,000 Miles Away: A Macanese Singer, A Forgotten Cuisine, and Life Lessons Learned; Located in Kirkland, WA 98034, as of 08/26/2025; 20% of time spent during business hours; Conducted at branch location; Not Investment related. 5. Owner, Impact 9000, LLC; entity to facilitate authorship of books; as of 03/01/2026; 10% of time spent during business hours; Conducted at branch location; Not Investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-01-24
• S63 Uniform Securities Agent State Law Examination
  1993-09-08

Designations

• Certified Financial Planner

Other Names

• Meena Suilai Cheng