Nathan Davenport O'LOughlin

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

• 10/2013 → Present
  Commonwealth Financial Network
  Waltham, MA

Other Businesses

1. Owner, O'Loughlin Wealth Management, Inc., an operating company established for securities business; Conducted at branch location; Investment related. 2. Fixed Insurance Sales; Conducted at branch location; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2003-02-04

Other Names

• Nathan Davenport Oloughlin