Matthew Dean Wilson

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

• 11/2009 → Present
  Comonwealth Financial Network
  Waltham, MA
• 11/2009 → Present
  Benchmark Investments & Insurance
  Hanover, PA

Other Businesses

1. Fixed Insurance Sales; as an agent; Conducted from Branch Location; Investment Related. 2. Co-owner, Evans Financial Services, LLC; a private entity established to facilitate securities, advisory, and insurance business; Located in Hanover, PA 17331; as of 01/01/2025; 100% of time spent during business hours; Conducted at branch; Investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-04-13
• S66 Uniform Combined State Law Examination
  2009-10-01