Donald Thad Click

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

• 03/1976 → Present
  Don Click Insurance Agency
  Glenwood Springs, CO
• 07/1990 → Present
  Resource Financial Planning Corporation
  Glenwood Springs, CO
• 03/2000 → 07/2026
  Commonweatlh Financial Network
  Waltham, MA
• 07/2002 → 07/2026
  Commonwealth Financial Network
  Waltham, MA
• 05/1998 → 10/2024
  Resource Financial Planning Corp.
  Glenwood Springs, CO
• 07/2026 → Present
  Commonwealth Financial Network
  Waltham, MA

Previous Registrations

• 1999-01-01 → 2024-10-25
  Resource Financial Planning Corp.
  Glenwood Springs, CO
  Glenwood Springs, CO

Other Businesses

1. Owner, DM Management, Inc.; holding company created to own sports tickets, as of 2005, Less than 1% of time spent during business hours, not investment related. 2. Fixed insurance sales, as of 1976, 25% of time spent during business hours, conducted at branch location, investment related. 3. Leasing mineral rights for owned property to oil and gas company, as of 2011, 1% of time spent during business hours, not conducted at branch location, not investment related. 4. Owner, Resource Financial Planning; entity created for securities, advisory, and insurance business; as of 03/01/1998, approximately 40% of time spent during business hours, conducted at branch location, investment related. 5. Manager, GRIT Partnership, LLC. Located at 823 Blake Avenue, Glenwood Springs, CO 81601; as of 11/20/2017; Approximately 2% of time spent during securities trading hours per month; Conducted at branch location; Not Investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-02-23
• S63 Uniform Securities Agent State Law Examination
  1998-06-18

Designations

• Certified Financial Planner