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KELLY GERARD WATZKA
KELLY G WATZKA
CRD#: 2549227
IA
Investment Adviser
B
Broker
COMMONWEALTH FINANCIAL NETWORKCRD#: 8032 600 West Broadway
Suite 3200
SAN DIEGO, CA 92101
Registration History
19952000200520102015202020252 FIRMS2003 - 2005 (1 year)2 FIRMS2005 - 2010 (5 years)2 FIRMS2010 - 2023 (12 years)2 FIRMS2023 - Present (2 years)BRAYMOND JAMES FINANCIAL SERVIC... (CRD# 6694)2002 - 2003 (1 year)BVISION INVESTMENT SERVICES, INC. (CRD# 46609)2001 - 2001 (<1 year)BFOCUSED INVESTMENTS L.L.C. (CRD# 37532)1998 - 2001 (3 years)BFOCUSED INVESTMENTS L.L.C. (CRD# 37532)1998 - 1998 (<1 year)BFORTIS INVESTORS, INC. (CRD# 421)1995 - 1998 (2 years)
License(s)

State Registrations

B
California 2/24/2023

B
Tennessee 2/24/2023

B
District of Columbia 10/9/2023

B
Texas 2/24/2023

B
Michigan 2/24/2023

B
Wisconsin 2/24/2023

B
Missouri 2/24/2023

IA
Wisconsin 2/24/2023

B
South Carolina 3/22/2023

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
COMMONWEALTH FINANCIAL NETWORK (CRD#:8032)
600 West Broadway Suite 3200, SAN DIEGO, CA 92101
1001 Truman Street, Kimberly, WI 54136
Registered with this firm since 2/24/2023

B
COMMONWEALTH FINANCIAL NETWORK (CRD#:8032)
600 West Broadway Suite 3200, SAN DIEGO, CA 92101
1001 Truman Street, Kimberly, WI 54136
Registered with this firm since 2/24/2023

Previous Registration(s)
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IA
11/11/2010 - 03/03/2023 ASSOCIATED INVESTMENT SERVICES, INC. (CRD#:1464) GREEN BAY, WI
B
10/27/2010 - 03/03/2023 ASSOCIATED INVESTMENT SERVICES, INC. (CRD#:1464) GREEN BAY, WI
IA
07/06/2005 - 10/22/2010 CHASE INVESTMENT SERVICES CORP. (CRD#:25574) NEW FRANKEN, WI
B
07/06/2005 - 10/22/2010 CHASE INVESTMENT SERVICES CORP. (CRD#:25574) NEW FRANKEN, WI
IA
10/14/2003 - 07/06/2005 BANC ONE SECURITIES CORPORATION (CRD#:16999) SEYMOUR, WI
B
10/10/2003 - 07/06/2005 BANC ONE SECURITIES CORPORATION (CRD#:16999) CHICAGO, IL
B
01/25/2002 - 01/08/2003 RAYMOND JAMES FINANCIAL SERVICES, INC. (CRD#:6694) ST. PETERSBURG, FL
B
06/01/2001 - 11/13/2001 VISION INVESTMENT SERVICES, INC. (CRD#:46609) ROSEMONT, IL
B
05/19/1998 - 06/27/2001 FOCUSED INVESTMENTS L.L.C. (CRD#:37532) CHICAGO, IL
B
03/05/1998 - 03/27/1998 FOCUSED INVESTMENTS L.L.C. (CRD#:37532)
B
05/22/1995 - 03/10/1998 FORTIS INVESTORS, INC. (CRD#:421) OAKDALE, MN
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.