Kristin Marie Guibord

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

• 04/2004 → Present
  Commonwealth Financial Network
  Waltham, MA
• 03/2006 → Present
  Daybreak Financial Partners
  Portland, ME

Previous Registrations

• 2006-05-02 → 2021-12-31
  Berrydunn Wealth Management
  Portland, ME

Other Businesses

1. Guest tv contributor - WMTW, Portland, ME. As of 2008, 5% of time spent during business hours, Not conducted at branch, Not investment related. 2. Co-Owner of 3 unit rental property located in Portland, ME, as of 2001, 0% of time spent during business hours, not conducted at branch, not investment related. 3. Fixed insurance sales; as of 07/18/2008; 3% of time spent during business hours; Conducted at branch location; Investment related. 4. Co-owner, Daybreak Financial Partners, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 1/01/2022; 100% time spent during business hours; Conducted at branch; Investment related. 5. Co-owner, DFP Holdings, Inc., a private entity established to facilitate securities, advisory, and insurance business; as of 01/01/2022, 100% of time spent during business hours; Conducted at branch; Investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-29
• S63 Uniform Securities Agent State Law Examination
  1994-09-26

Other Names

• Kristin Marie Peterson