Pamm Louise Kuhl

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

• 08/1983 → Present
  James E. Weiss, Inc.
  Troy, NY
• 08/1983 → 01/2025
  Osaic Wealth, Inc.
  New York, NY
• 01/2025 → Present
  Commonwealth Financial Network
  Waltham, MA
• 01/2025 → Present
  Advanced Group Financial Services
  Troy, NY

Previous Registrations

• 2021-08-26 → 2025-01-09
  Osaic Wealth, Inc.
  Troy, NY
  Troy, NY
• 2021-08-30 → 2022-12-07
  James E. Weiss Inc.
  Troy, NY

Other Businesses

Tax Preparation; Advanced Group Tax Services, LLC, as of 01/01/2026; 60% of time spent during business hours; conducted at branch; Not investment related.

Exams

• S66 Uniform Combined State Law Examination
  2003-12-10