Traci C Nelson

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
TX	RA	APPROVED	2026-03-27
OR	RA	APPROVED	2016-01-08

TX RA
APPROVED

Since 2026-03-27
OR RA
APPROVED

Since 2016-01-08

Branch Locations

8625 Sw Cascade Ave. Suite 602, Beaverton, OR 97008 • 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
Advanced Wealth Management	Portland	OR	05/2009	Present
Commonwealth Financial Network	Waltham	MA	05/2014	Present

05/2009 → Present

Advanced Wealth Management

Portland, OR
05/2014 → Present

Commonwealth Financial Network

Waltham, MA

Other Businesses

1. Custodian; family member; Located in Forest Grove, OR, as of 03/2023; 0% of time spent during business hours; Not conducted at branch location; Not investment related. 2. Custodian; family member; Located in Forest Grove, OR, as of 11/20/2020; 0% of time spent during business hours; Not conducted at branch location; Not investment related.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-09-18

S66 Uniform Combined State Law Examination

2015-09-18

Designations

Certified Financial Planner

Other Names

Traci C. Vanaken
Traci C Vanaken

View on SEC IAPD