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Commonwealth Financial Network CRD 8032
$213B regulatory AUM 20,450 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-24 |
| NC | RA | APPROVED | 2024-08-13 |
| IN | RA | APPROVED | 2014-08-01 |
Branch Locations
Indianapolis, IN • United States
Davidson, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 07/2014 | Present |
| Weidmayer Wealth Solutions, Llc | Indianapolis | IN | 07/2014 | Present |
1) SUN TOWELS OF INDIANA, LLC; OWNER; NOT INVESTMENT RELATED; NOT CONDUCTED AT BRANCH. 2) FIXED INSURANCE SALES; CONDUCTED AT BRANCH; INVESTMENT RELATED. WEIDMAYER WEALTH SOLUTIONS, LLC; OPERATING COMPANY; CONDUCTED AT BRANCH; INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-10-06 |
| S65 | Uniform Investment Adviser Law Examination | 1994-09-22 |
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