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Kurt Lash

Commonwealth Financial Network

Merrillville, IN

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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2022-08-03
  • IN RA
    APPROVED
    Since 2022-08-03

Branch Locations

253-255 W 80Th Pl, Merrillville, IN 46410 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Questar Capital Corporation Minneapolis MN 07/2011 05/2017
Questar Asset Management Minneapolis MN 07/2011 05/2017
Farm Bureau Financial Serv Crown Point IN 05/2017 07/2022
Fbl Marketing Serv West Des Moines IA 06/2017 07/2022
Wellinvest Partners Merrillville IN 07/2022 03/2026
Commonwealth Financial Network Waltham MA 07/2022 03/2026
Commonwealth Financial Network Waltham MA 03/2026 Present
Wellinvest Partners Merrillville IN 03/2026 Present
  • 07/2011 → 05/2017
    Questar Capital Corporation
    Minneapolis, MN
  • 07/2011 → 05/2017
    Questar Asset Management
    Minneapolis, MN
  • 05/2017 → 07/2022
    Farm Bureau Financial Serv
    Crown Point, IN
  • 06/2017 → 07/2022
    Fbl Marketing Serv
    West Des Moines, IA
  • 07/2022 → 03/2026
    Wellinvest Partners
    Merrillville, IN
  • 07/2022 → 03/2026
    Commonwealth Financial Network
    Waltham, MA
  • 03/2026 → Present
    Commonwealth Financial Network
    Waltham, MA
  • 03/2026 → Present
    Wellinvest Partners
    Merrillville, IN
Previous Registrations
  • 2011-07-19 → 2017-06-02
    Questar Asset Management, Inc.
    Minneapolis, MN
    Crown Point, IN
  • 2010-06-10 → 2011-05-24
    Concourse Financial Group Securities, Inc.
    Lafayette, IN
    Birmingham, AL
    Lafayette, IN
  • 2009-04-07 → 2010-06-07
    Msi Financial Services, Inc.
    Merrillville, IN
  • 2001-06-13 → 2003-09-26
    Msi Financial Services, Inc.
    Merrillville, IN
Other Businesses

Fixed insurance sales; Located at 253-255 W 80th Pl Merrillville, IN 46410, as of 7/11/2022; 25% of time spent during business hours; Not Conducted at branch location; Investment related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-05-26
S63 Uniform Securities Agent State Law Examination 1994-07-11
  • S66 Uniform Combined State Law Examination
    2001-05-26
  • S63 Uniform Securities Agent State Law Examination
    1994-07-11

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
GLOBAL ASSETS ADVISORY, LLC
GEHRIG CAPITAL MANAGEMENT, INC.
VALIC FINANCIAL ADVISORS, INC.
OSAIC WEALTH, INC.
KOVACK ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
ONEAMERICA SECURITIES, INC.

Other Investors

RONDA L SCANLON
ALEXANDER A KOLEFF
JOHN J BRECKENRIDGE
Scott T Ribordy
DIANA K NYMAN
PAUL ALLAN SHOOK
Jeff Johnson
MICHELLE L RACHFORD

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · MERRILLVILLE, IN
GLOBAL ASSETS ADVISORY, LLC · MERRILLVILLE, IN
GEHRIG CAPITAL MANAGEMENT, INC. · MERRILLVILLE, IN
VALIC FINANCIAL ADVISORS, INC. · MERRILLVILLE, IN
OSAIC WEALTH, INC. · MERRILLVILLE, IN
KOVACK ADVISORS, INC. · Merrillville, IN
CETERA INVESTMENT ADVISERS LLC · MERRILLVILLE, IN
CETERA INVESTMENT ADVISERS LLC · MERRILLVILLE, IN

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