Kyle S Fuchtman

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

• 03/2005 → 12/2018
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 09/2005 → 12/2018
  Northwestern Mutual Investment Services, Llc
  Omaha, NE
• 01/2016 → 12/2018
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 12/2018 → Present
  Commonwealth Financial Network
  San Diego, CA
• 12/2018 → Present
  Calmwater Financial Group
  Norfolk, NE

Previous Registrations

• 2014-07-07 → 2018-12-04
  Northwestern Mutual Investment Services, Llc
  Pierce, NE
  Omaha, NE
  Omaha, NE

Other Businesses

1.Fixed insurance sales; , as of 12/03/2018; Approximately 20% time spent during securities trading hours per month; Conducted at branch location; Investment related. 2. Owner, Fuchtman Investments Services Inc. a private entity established to facilitate advisory business; as of 01/01/2021; 100% of time spent during business hours; Conducted at branch; Investment related. 3. Co-Owner, East River Road, LLC; an entity created for the purpose of buying and managing residential real estate in Knox County, Nebraska, as of 10/30/2025; 5% time spent during business hours; Not Conducted at branch; Investment related. 4. Co-owner, CalmWater Financial Group, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 1/01/2026; 10% time spent during business hours; Conducted at branch; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2014-07-01
• S63 Uniform Securities Agent State Law Examination
  2006-06-27