Bruce Alan Newell

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

• 01/1997 → Present
  Mid Am Private Trust N.A.
  Cincinnati, OH
• 08/2014 → Present
  Commonwealth Financial Network
  Waltham, MA
• 12/2017 → Present
  Wichman & Newell Financial Advisors
  Xenia, OH

Previous Registrations

• 1999-10-18 → 2014-08-27
  Lpl Financial Llc
  Xenia, OH
  Xenia, OH
  Xenia, OH

Other Businesses

1) FIXED INSURANCE SALES; INVESTMENT RELATED; CONDUCTED AT BRANCH LOCATION

Other Names

• Bruce Alan Newell