Kurt Lash
Investment adviser representative at Commonwealth Financial Network
15 yearsExperience
1 stateRegistered in
$212.7BFirm assets
34 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Commonwealth Financial NetworkJul 2022 to now
- Wellinvest PartnersJul 2022 to now
- Fbl Marketing ServJun 2017 to Jul 2022
- Farm Bureau Financial ServMay 2017 to Jul 2022
- Questar Asset ManagementJul 2011 to May 2017
- Questar Capital CorporationJul 2011 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (IN).
Commonwealth Financial Network
Legal name: Commonwealth Equity Services, LLC
$212.7BAssets managed
360,488Clients
2,700Advisers
34 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2419624
- Firm CRD
- 8032