Brian Patrick Proctor

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

• 04/2017 → Present
  Mapp Investment Service, Llc
  New Philadelphia, OH
• 12/2007 → 04/2017
  Investment Partners Ltd
  Investment Partners Ltd, OH
• 12/2007 → Present
  Commonwealth Financial Network
  Waltham, MA
• 12/2007 → Present
  Pipes Insurance Services, Ltd
  New Philadelphia, OH

Previous Registrations

• 2008-07-11 → 2017-04-04
  Rea Wealth Management
  New Philadelphia, OH
  New Philadelphia, OH

Other Businesses

1. Part Owner and Manager, MaPP Investment Service, LLC, a private entity established to facilitate securities and advisory business; as of 01/06/2014; 5% of time spent during business hours; Conducted at branch location, Investment related. 2. Fixed Insurance Sales; as of 1998; 5% of time spent during business hours; Conducted at branch location; Investment Related. 3. Co-Owner, MaPP Holding Company, LLC, an entity created for the purpose of buying and managing commercial real estate at 435 West High Avenue, New Philadelphia, OH 44681, as of 11/29/2023; 2% of time spent during business hours; Conducted at branch; Investment related. 4. Co-owner, MaPP Real Estate, LLC; a shell entity created for the purpose of buying and managing commercial real estate, as of 07/01/2026; 5% of time spent during business hours; Not conducted at branch; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2008-06-17

Designations

• Chartered Financial Consultant

Other Names

• Brian Patrick Proctor