Benjamin Wozniak

Employer firm

Chicago Oakbrook Financial Group CRD 333344

$1.21B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2026 → Present
  Cofg Advisors, Llc
  Itasca, IL
• 09/2009 → 10/2016
  Lpl Financial Llc
  Itasca, IL
• 10/2016 → 04/2026
  Commonwealth Financial Network
  Itasca, IL

Previous Registrations

• 2016-10-17 → 2026-04-30
  Commonwealth Financial Network
  Waltham, MA
  Itasca, IL
• 2009-09-08 → 2016-10-31
  Lpl Financial Llc
  Itasca, IL
• 2002-04-03 → 2009-09-08
  Mutual Service Corporation
  Boston, MA
  Itasca, IL

Other Businesses

1) Licensed Insurance Agent; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month. 2) First Midwest Financial Services; Not investment-related; Same address; Former Third-Party Administrator (TPA) service provider; President; Overseeing closure of business; Less than 5% of time during the month.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-01-28
• S63 Uniform Securities Agent State Law Examination
  1986-05-05