Lindsay Katherine Hellmuth

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

• 11/2013 → 07/2021
  Cetera Advisor Networks
  Plymouth, MA
• 07/2021 → 03/2022
  Commonwealth Financial Network
  Waltham, MA
• 03/2022 → Present
  T.A Holland & Co
  Boston, MA
• 03/2022 → Present
  Commonwealth Financial Network
  Waltham, MA

Other Businesses

Fixed insurance sales; as of 7/30/2021; 2% of time spent during business hours; Conducted at branch location; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2016-02-20

Designations

• Certified Financial Planner