Heather Jane Cramer
Investment adviser representative at Commonwealth Financial Network
13 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
13 years in the industry.
- Commonwealth Financial NetworkMay 2025 to now
- Gulish & Associates, Inc.May 2025 to now
- Ameriprise Financial Services, LLCNov 2022 to May 2025
- Sovereign Financial Group, Inc.Jun 2021 to Nov 2022
- Ameriprise Financial Services, LLCDec 2020 to May 2021
- Wealth Strategies of America, Inc.Dec 2013 to Dec 2020
- Raymond James Financial Services, IncNov 2013 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (CT).
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
- 6270837
- Firm CRD
- 8032