David Wohl

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

• 08/2012 → 09/2018
  Clinton Cooper
  La Jolla, CA
• 08/2012 → 09/2018
  Northwestern Mutual Investment Services, Llc
  La Jolla, CA
• 09/2012 → 09/2018
  Northwestern Mutual Wealth Management Company
  La Jolla, CA
• 09/2018 → 07/2020
  Cuso Financial Services, Lp
  San Diego, CA
• 02/2022 → Present
  Commonwealth Financial Network
  San Diego, CA
• 07/2020 → 02/2022
  Unemployed
  San Diego, CA

Previous Registrations

• 2018-09-25 → 2020-07-10
  Cuso Financial Services, L.P.
  San Diego, CA
• 2020-02-24 → 2020-07-10
  Sorrento Pacific Financial, Llc
  San Diego, CA
• 2012-08-17 → 2018-09-19
  Northwestern Mutual Investment Services, Llc
  La Jolla, CA
• 2012-02-07 → 2012-04-03
  Lucia Capital Group
  San Diego, CA

Other Businesses

Soccer Coach, Associated Students SDSU, Located at 5500 Campanile Drive, SD, CA 92182, as of 08/29/2023; Approximately 0% of time spent during business hours; Not Conducted at branch location; Not Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2011-09-29

Other Names

• David Wohl
• David Ventura Wohl