Christopher Charles Keegan

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

• 11/2008 → Present
  Commonwealth Financial Network
  Waltham, MA
• 11/2008 → Present
  Diversified Wealth Strategies, Llc
  East Syracuse, NY

Other Businesses

1. DIVERSIFIED WEALTH STRATEGIES, LLC, INSURANCE AGENT SELLING FIXED INSURANCE, CONDUCTED AT BRANCH, INVESTMENT RELATED. 2. DIVERSIFIED WEALTH STRATEGIES, LLC, OWNER OF PRIVATE ENTITY CREATED AS OPERATING COMPANY FOR SECURITIES BUSINESS, CONDUCTED AT BRANCH, INVESTMENT RELATED. 3. KAIROS WEALTH MANAGEMENT, LLC, SOLE OWNER OF PRIVATE ENTITY CREATED AS OPERATING COMPANY FOR SECURITIES AND INVESTMENT ADVISORY BUSINESS, CONDUCTED AT BRANCH, INVESTMENT RELATED. 4. DKKZ, LLC, MEMBER OF PRIVATE REAL ESTATE HOLDING COMPANY THAT OWNS BRANCH LOCATION BUILDING, CONDUCTED AT BRANCH, INVESTMENT RELATED.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-10-04
• S63 Uniform Securities Agent State Law Examination
  1999-01-06

Other Names

• Chris Keegan
• Christopher Keegan