Tanner Jacob Sargent

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

• 01/2012 → 06/2018
  Student
  Tolland, CT
• 07/2018 → 08/2018
  Tolland Public Schools
  Tolland, CT
• 09/2018 → 05/2022
  Student
  Orono, ME
• 01/2021 → 12/2021
  Fedex
  Willington, CT
• 06/2020 → 08/2020
  Tolland Public Schools
  Tolland, CT
• 06/2021 → 08/2021
  Tolland Public Schools
  Tolland, CT
• 06/2022 → 11/2022
  Ct Inflatables
  Tolland, CT
• 02/2023 → 06/2023
  Tolland Intermediate School
  Tolland, CT
• 12/2022 → 01/2023
  Unemployed
  Tolland, CT
• 06/2023 → 07/2023
  Unemployed
  Tolland, CT
• 08/2023 → Present
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 06/2024 → Present
  Northwestern Mutual Investment Services Llc
  West Hartford, CT
• 08/2024 → Present
  Commonwealth Financial Network
  Waltham, MA

Exams

• S66 Uniform Combined State Law Examination
  2025-12-01

Other Names

• Tanner Sargent
• Tanner Jacob Sargent