John Mark 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

• 09/2013 → 07/2021
  Cetera Advisor Networks Llc
  El Segundo, CA
• 07/2021 → Present
  Commonwealth Financial Network
  Waltham, MA
• 07/2021 → Present
  T.A Holland & Co
  Boston, MA

Previous Registrations

• 2013-10-15 → 2021-08-03
  Cetera Wealth Services, Llc
  Plymouth, MA
  Boston, MA
  Loudonville, NY

Other Businesses

1.Fixed insurance sales; as of 7/30/2021; 2% of time spent during business hours; Conducted at branch location; Investment related. 2. Co-owner, T. A. Holland & Co. Insurance, LLC; a private entity established to facilitate property & casualty insurance business; Located at 2 Main St. Plymouth, MA 02360; as of 7/30/2021; 5% of time spent during business hours; Not conducted at branch; Investment related. 3. Co-owner of rental property located in Sanibel, FL, as of 6/1/2021; 0% time spent during business hours; Not conducted at branch location; Investment related. 4. Owner, CTL Capital Holdings, LLC, currently a shell company; Located in Moultonborough, NH; as of 01/28/2022; 5% of time spent during business hours; Not Conducted at branch location; Not Investment related.

Exams

• S63 Uniform Securities Agent State Law Examination
  1983-01-07

Designations

• Certified Financial Planner