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Commonwealth Financial Network CRD 8032
$213B regulatory AUM 20,450 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-03-03 |
Branch Locations
2 Carlson Parkway Suite 330, Plymouth, MN 55447 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnetonka High School | Minnetonka | MN | 09/2014 | 06/2018 |
| University Of St. Thomas | St. Paul | MN | 09/2018 | 05/2022 |
| Blue Ops | Charlotte | NC | 07/2022 | 07/2024 |
| Howard's Point Marina | Shorewood | MN | 06/2018 | 09/2018 |
| The Rein Group | Plymouth | MN | 07/2024 | 03/2026 |
| Commonwealth Financial Network | Waltham | MA | 06/2025 | 03/2026 |
| Commonwealth Financial Network | Waltham | MA | 03/2026 | Present |
| The Rein Group | Plymouth | MN | 03/2026 | Present |
Fixed insurance sales; Located at 2 Carlson Parkway, Suite 330, Plymouth, MN 55447, as of 11/07/2024; 5% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-23 |
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