John Peter Loehner

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:

Current Employers

Commonwealth Financial Network

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

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2014-01-16

MA RA
APPROVED

Since 2014-01-16

Branch Locations

Danvers, MA • United States

35 Village Road, Middleton, MA 01949 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Commonwealth Financial Network	Waltham	MA	11/2003	Present
Atlantic Wealth Strategies, Llc	Danvers	MA	12/2004	Present

11/2003 → Present

Commonwealth Financial Network

Waltham, MA
12/2004 → Present

Atlantic Wealth Strategies, Llc

Danvers, MA

Other Businesses

1. SELLING FIXED INSURANCE PRODUCTS AS INSURANCE AGENT, INVESTMENT RELATED, CONDUCTED AT THE BRANCH. 2. ATLANTIC WEALTH STRATEGIES, LLC - SOLE OWNER OF ENTITY CREATED FOR SECURITIES BUSINESS

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1996-07-09
S63	Uniform Securities Agent State Law Examination	1995-09-22

S65 Uniform Investment Adviser Law Examination

1996-07-09
S63 Uniform Securities Agent State Law Examination

1995-09-22

View on SEC IAPD