Samuel Herbert Disette

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

• 09/2022 → Present
  Kansas City Swim Academy
  Kansas City, MO
• 05/2021 → 08/2021
  Lancaster Liquor
  Leawood, KS
• 01/2013 → 05/2017
  Unemployed
  Leawood, KS
• 06/2017 → 05/2021
  School
  Tuscaloosa, KS
• 09/2021 → 12/2021
  Unemployed
  Leawood, KS
• 01/2022 → Present
  Infinitas
  Overland Park, KS
• 10/2023 → Present
  Commonwealth Financial Network
  Waltham, MA
• 10/2023 → Present
  Infinitas
  Overland Park, KS

Other Businesses

1. Fixed insurance sales; as of 3/07/2024; 5% time spent during business hours; Conducted at branch location; Investment related. 2. Swim Coach, Kansas City Swim Academy, Located at 818 W Santa Fe Trail, Kansas City, MO 64145, as of 04/19/2023; 0% of time spent during business hours; Not Conducted at branch location; Not Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2023-08-14

Other Names

• Sam Herbert Disette