Tiffany Marie Tomassoni

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

• 12/2014 → 08/2017
  Johnson Brother Liquor Company
  St Paul, MN
• 08/2017 → 02/2018
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 08/2017 → 02/2018
  Northwestern Mutual Investment Services Llc
  Duluth, MN
• 10/2018 → Present
  Wheeler Associates
  Duluth, MN
• 03/2018 → 10/2018
  Commonwealth Financial Network
  San Diego, CA
• 10/2019 → Present
  Degraaf Financial
  Duluth, MN
• 01/2022 → Present
  Commonwealth Financial Network
  San Diego, CA
• 10/2018 → 12/2021
  Commonwealth Financial Network
  San Diego, CA

Other Businesses

Fixed insurance sales; as of 03/23/2018; Approximately 5% time spent during securities trading hours per month; Conducted at branch location; Investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-06-22
• S63 Uniform Securities Agent State Law Examination
  2017-11-16

Designations

• Certified Financial Planner

Other Names

• Tiffany Garrity
• Tiff Garrity
• Tiffany Marie Garrity
• Tiff Tomassoni
• Tiffany Tomassoni