Breck Mark Fullmer

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

• 09/1997 → Present
  Utah Valley Turf
  Lehi, UT
• 01/1999 → Present
  Huntsman Cancer Institute
  Slc, UT
• 01/1999 → Present
  Signator Investors, Inc.
  Boston, MA
• 05/1999 → Present
  John Hancock Mutual Life
  Salt Lake City, UT

Other Businesses

1. Fixed Insurance Sales, as of 08/19/2002, Conducted at branch location, Investment Related. 2. Owner, Eldorado Management, LLC; Sole Member And Owner; Holds Real Estate Rental Property; as of 01/2007, 2% of time spent during business hours, Not conducted at branch, Investment Related. 3. Owner, Fullmer Investments, LLC; Managing Member; Real Estate Holding Company; as of 03/2003, 0% of time spent during business hours, Not conducted at branch, Investment Related. 4. Owner, BMFF, Inc; President; Entity Created For Securities Business; as of 03/2003, 0% of time spent during business hours, Not conducted at branch, Investment Related. 5. Co-Owner, Meadows at Millbrook, LLC; Real Estate Holding Company; as of 12/01/2008, 0% of time spent during business hours, Not conducted at branch; Non-Investment Related. 6. Co-owner, Fullmer GTC LLC; private entity with no current holdings; Located in Salt Lake City, UT; as of 01/01/2010; 0% of time spent during business hours; Not Conducted at branch location; Not Investment related. 7. Co-Owner, Sterling Financial Group, LLC; Rep Securities Business; as of 09/2002, 100% of time spent during business hours, Conducted at branch, Investment Related. 8. Co-Owner, BHF Enterprises, LLC; real estate holding company, as of 07/03/2013; 10% of time spent during business hours; Not Conducted at branch; Investment related. 9. Co-Owner, St. G 602, LLC, an entity created for the purpose of buying and managing residential real estate in St. George, UT, as of 06/14/2021; 1% of time spent during business hours; Not Conducted at branch; Investment related.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-06-25

Other Names

• Breck M Fullmer