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Commonwealth Financial Network CRD 8032
$213B regulatory AUM 20,450 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-06-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Advisors Inc. | Jacksonville | MI | 12/2017 | 03/2020 |
| Hoyt, Flynn & Co Cpa's Pllc | Brooklyn | MI | 12/2002 | Present |
| Ameriprise Financial Services, Llc | Jackson | MI | 03/2020 | 04/2025 |
| Commonwealth Financial Network | Waltham | MA | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-14 |
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