Edward Allen Steiger

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

• 05/2013 → 06/2021
  M Holdings Securities, Inc.
  Portland, OR
• 05/2013 → 06/2021
  Linberg & Ripple
  Windso, CT
• 06/2021 → Present
  Commonwealth Financial Network
  Waltham, MA
• 01/2022 → Present
  Wealth Planning Advisors, Llc
  West Hartford, CT

Previous Registrations

• 2013-05-27 → 2021-06-11
  M Holdings Securities, Inc.
  West Hartford, CT

Other Businesses

Owner, Wealth Planning Advisors, LLC, a private entity established to facilitate securities and advisory business; as of 06/07/2021; 5% of time spent during business hours; Conducted at branch; Investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-05-26
• S63 Uniform Securities Agent State Law Examination
  1998-11-12

Designations

• Chartered Financial Analyst