Danine Ann Mueller

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

• 08/2003 → Present
  Sims Financial Services, Llc
  Wayne, PA
• 10/2014 → Present
  Commonwealth Financial Network
  Waltham, MA

Previous Registrations

• 2003-10-02 → 2014-12-31
  Sims Financial Services, Llc
  Wayne, PA

Other Businesses

1. SIMS FINANCIAL SERVICES LLC. FIXED INSURANCE SALES. INVESTMENT RELATED, AT BRANCH LOCATION. 2. CERTIFIED DIVORCE SPECIALISTS, LLC, SOLE MEMBER/OWNER OF ENTITY ESTABLISHED TO FACILITATE DIVORCE PLANNING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-10-01
• S63 Uniform Securities Agent State Law Examination
  2003-02-14

Other Names

• Danine Ann Dibernardi