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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_RES | 2026-03-25 |
| MN | RA | APPROVED | 2013-12-05 |
| CA | RA | APPROVED | 2013-10-01 |
Branch Locations
303 Twin Dolphin Drive Suite 600, Redwood Shores, CA 94065 • United States
2 Carlson Parkway Suite 330, Plymouth, MN 55447 • United States
900 E. Hamilton Ave. Suite 100, Campbell, CA 95008 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 07/2006 | Present |
| The Rein Group, Llc | Plymouth | MN | 07/2006 | Present |
1. FIXED INSURANCE AT BRANCH LOCATION, INVESTMENT RELATED. 2. THE REIN GROUP, LLC - PARTNER AND 24.5% OWNER OF ENTITY CREATED FOR SECURITIES AND INSURANCE BUSINESS, INVESTMENT RELATED. 3. BEYOND MEDICARE - OFFERING MEDICARE AND HEALTH INSURANCE CLASSES AND CONSULTATION SERVICES TO CORPORATIONS, AT BRANCH LOCATION, NOT INVESTMENT RELATED. 4. EDUCATEU LLC, SENIOR PARTNER AND PART OWNER, INVESTMENT RELATED, CONDUCTED AT BRANCH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-11-27 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-08 |
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