Wade Cortland Winsett

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

• 11/2014 → 12/2016
  The Pickler Law Firm
  Collierville, TN
• 01/2017 → Present
  Pickler Wealth Advisors
  Collierville, TN
• 01/2018 → Present
  Commonwealth Financial Network
  Waltham, MA

Other Businesses

The Pickler Law Firm providing legal counsel to Pickler Wealth Advisors as General Counsel, conducted at branch, not investment related.

Exams

• S66 Uniform Combined State Law Examination
  2018-05-26

Designations

• Certified Financial Planner