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Ethan Mortimer

Commonwealth Financial Network

Norfolk, NE

CRD 8269595

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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:

Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2026-08-14
  • NE RA
    APPROVED
    Since 2026-08-14

Branch Locations

3204 West Benjamin Ave Suite 200, Norfolk, NE 68701 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Commonwealth Financial Network Waltham MA 08/2026 Present
University Of Nebraska Lincoln Lincoln NE 08/2021 05/2026
Norfolk Public School System Norfolk NE 08/2008 05/2021
Nelnet Lincoln NE 08/2025 05/2026
Precision It Norfolk NE 08/2018 08/2022
Commonwealth Financial Network Waltham MA 05/2026 08/2026
  • 08/2026 → Present
    Commonwealth Financial Network
    Waltham, MA
  • 08/2021 → 05/2026
    University Of Nebraska Lincoln
    Lincoln, NE
  • 08/2008 → 05/2021
    Norfolk Public School System
    Norfolk, NE
  • 08/2025 → 05/2026
    Nelnet
    Lincoln, NE
  • 08/2018 → 08/2022
    Precision It
    Norfolk, NE
  • 05/2026 → 08/2026
    Commonwealth Financial Network
    Waltham, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-08-14
  • S65 Uniform Investment Adviser Law Examination
    2026-08-14

View on SEC IAPD

Nearby Firms

THE WEALTH CONSULTING GROUP
THRIVENT INVESTMENT MANAGEMENT INC.
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Nearby Investors

JESSE THOMAS HINRICHS
KYLE S FUCHTMAN
RYAN BLAKE ANDERSON

Nearby Offices

THE WEALTH CONSULTING GROUP · Norfolk, NE
THRIVENT INVESTMENT MANAGEMENT INC. · Norfolk, NE
LPL FINANCIAL LLC · NORFOLK, NE

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