Daniel Albert Flick

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

• 08/2016 → Present
  Commonwealth Financial Network
  Waltham, MA

Previous Registrations

• 2007-09-18 → 2016-09-13
  Msi Financial Services, Inc.
  Beaver Falls, PA
  Monaca, PA

Other Businesses

1. Part owner of Flick Financial, LLC, dba Flick Financial, Entity created to facilitate securities, advisory, and insurance business, as of 08/12/2016, Investment related, conducted at branch location. 2. Fixed insurance sales, as of 08/12/2016, 15% of time spent during business hours, Investment related, conducted at branch location. 3. Co-Owner, Flick Financial Properties, LLC an entity created for the purpose of buying and managing commercial real estate, as of 09/24/2018; 0% of time spent during business hours; Conducted at branch; Investment related. 4. Co-owner, Flick Financial Holdings, LLC; a private entity established to facilitate insurance business; as of 11/18/2025; Less than 5% time spent during business hours; Conducted at branch; Investment related.

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-06-02

Designations

• Certified Financial Planner
• Chartered Financial Consultant