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James W

Series 63, Series 66

Elkhorn, NE

Commonwealth Financial Network

James Wapelhorst is a financial advisor with Commonwealth Financial Network based in Elkhorn, NE, holding Series 63 and Series 66 registrations and 18 years of industry experience. His career includes roles at Northwestern Mutual from 2008 to 2018, followed by his current position at CalmWater Financial Group since 2018. Outside of advisory work, he owns J Fly, LLC, a private entity established for owning and maintaining an airplane. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients, managing roughly $212.7 billion in assets. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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