John Fred Schatz

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_RES	2026-03-27
FL	RA	APPROVED	2005-10-26

TX RA
APPROVED_RES

Since 2026-03-27
FL RA
APPROVED

Since 2005-10-26

Branch Locations

The Villages, FL • 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
Commonwealth Financial Network	The Villages	FL	10/1988	Present
Schatz Financial	The Villages	FL	12/1996	Present

10/1988 → Present

Commonwealth Financial Network

The Villages, FL
12/1996 → Present

Schatz Financial

The Villages, FL

Previous Registrations

2003-10-14 → 2025-12-31

Schatz Financial

Palm Harbor, AZ

Other Businesses

1. IAR OF OWN RIA SCHATZ FINANCIAL SPENDING APPROX 20% OF TIME PROVIDING FINANCIAL PLANNING/CONSULTING SERVICES - INVESTMENT RELATED 2. FIXED INSURANCE, AS AN AGENT, CONDUCTED FROM BRANCH LOCATION, INVESTMENT RELATED

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2001-01-12
S63	Uniform Securities Agent State Law Examination	1989-02-14

S65 Uniform Investment Adviser Law Examination

2001-01-12
S63 Uniform Securities Agent State Law Examination

1989-02-14

View on SEC IAPD