Elise Ann Hartwig

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

• 09/2008 → 05/2019
  Student
  Minneapolis, MN
• 05/2017 → 03/2018
  Affiance Financial
  St. Louis Park, MN
• 09/2018 → 04/2022
  Kenwood Gymnastics Center
  St. Louis Park, MN
• 06/2019 → 09/2019
  Morgan Stanley Smith Barney Llc
  Wayzata, MN
• 09/2019 → 01/2025
  Morgan Stanley
  Wayzata, MN
• 09/2019 → 01/2025
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 01/2025 → Present
  Commonwealth Financial Network
  San Diego, CA
• 01/2025 → Present
  Integrated Equity Management
  Bloomington, MN

Previous Registrations

• 2019-08-22 → 2025-01-22
  Morgan Stanley
  Wayzata, MN

Other Businesses

Fixed Insurance Sales; as of 01/03/2025; 5% of time spent during business hours; Conducted at branch location; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2019-08-22

Designations

• Certified Financial Planner