Michael James Orndorff

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

• 03/1994 → 05/2018
  American Century Investments
  Kansas City, MO
• 08/2019 → Present
  Commonwealth Financial Network
  Waltham, MA
• 08/2019 → Present
  Infinitas
  Overland Park, KS
• 05/2018 → 08/2019
  Unemployed
  Overland Park, KS

Other Businesses

Co-Owner, Cyclus Capital Management, LLC, a private entity established to facilitate securities business; As of 08/30/19; Less than 5% time spent during regular business hours; Conducted at branch; Investment related.

Designations

• Chartered Financial Analyst