Cameron Stephan Kashani

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

• 06/2012 → 02/2017
  Metlife Securities, Inc.
  Merrillville, IN
• 02/2017 → Present
  Commonwealth Financial Network
  Waltham, MA
• 02/2017 → Present
  Wellinvest Partners
  Merrillville, IN

Previous Registrations

• 2012-07-30 → 2017-02-21
  Msi Financial Services, Inc.
  Orland Park, IL
  Merrillville, IN
  Merrillville, IN
  Oak Brook, IL
  Merrillville, IN

Other Businesses

1. Fixed insurance sales conducted under 'Kashani & Kashani'. Investment related and conducted from branch location. 2. Provides auxiliary services, Kmen Group LLC, an entity created for the purpose off buying and managing commercial property located in Merrilville, IN, as of09/19/2017; Approximately 1% time spent during securities trading hours per month; Conducted at branch location; Investment related. 3. Owner, Wellinvest Partners, LLC; a private entity established to facilitate securities, advisory, and insurance business; Located in Merrillville, IN 46410; as of 07/09/2025; 5% time spent during business hours; Conducted at branch; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2009-11-22

Other Names

• Cameron Kashani