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Commonwealth Financial Network CRD 8032
$213B regulatory AUM 20,450 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-03-09 |
Branch Locations
3204 West Benjamin Ave Suite 200, Norfolk, NE 68701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metropolitan State University Of Denver | Denver | CO | 08/2016 | 12/2017 |
| Discount Tires | Denver | CO | 06/2016 | 10/2016 |
| Graebel Companies, Inc. | Aurora | CO | 05/2017 | 08/2017 |
| Fidelity Brokerage Services Llc | Greenwood Village | CO | 01/2018 | 07/2018 |
| Foster Group, Inc. | Omaha | NE | 01/2023 | 05/2025 |
| Knights Of Columbus Insurance | Denver | CO | 07/2018 | 09/2018 |
| University Of Denver | Denver | CO | 09/2018 | 12/2018 |
| Augustine Institute | Greenwood Village | CO | 02/2019 | 04/2019 |
| Augustine Institute | Greenwood Village | CO | 01/2019 | 12/2020 |
| Innovest Portfolio Solutions | Denver | CO | 02/2021 | 12/2022 |
| Commonwealth Financial Network | Waltham | MA | 02/2026 | Present |
| Calmwater Financial Group | Norfolk | NE | 02/2026 | Present |
| Unemployed | Papillion | NE | 06/2025 | 12/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-21 |
| S63 | Uniform Securities Agent State Law Examination | 2018-03-20 |
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