Allison Carol Coleman

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
MI	RA	APPROVED	2022-04-22

MI RA
APPROVED

Since 2022-04-22

Branch Locations

Holly, MI • United States

2950 West Square Lake Road Suite 102, Troy, MI 48098 • 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
Mass Mutual Great Lakes, Dba Center For Wealth Management	Troy	MI	11/2017	11/2019
Center For Wealth Management	Troy	MI	11/2019	Present
Msx International	Dearborn	MI	03/2016	11/2017
Commonwealth Financial Network	Waltham	MA	09/2022	05/2025
Commonwealth Financial Network	Waltham	MA	05/2025	Present

11/2017 → 11/2019

Mass Mutual Great Lakes, Dba Center For Wealth Management

Troy, MI
11/2019 → Present

Center For Wealth Management

Troy, MI
03/2016 → 11/2017

Msx International

Dearborn, MI
09/2022 → 05/2025

Commonwealth Financial Network

Waltham, MA
05/2025 → Present

Commonwealth Financial Network

Waltham, MA

Other Businesses

Fixed insurance sales; Located at 2950 West Square Lake Road, Suite 102, Troy, MI 48098, as of 01/23/2024; 5% time spent during business hours; Conducted at branch location; Investment related.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-04-05

S66 Uniform Combined State Law Examination

2021-04-05

Other Names

Allison Carol Schwartz

View on SEC IAPD