Merrillville, IN Office

Team
Updated today

Client AUM

$202,307,647,471

Clients

355,973

Advisors

3

Of 2,786 advisors across 1,205 offices

Location

253 255 W 80th Pl

Merrillville IN 46410

Advisors at this office

3

Advisors at this office

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Ahmad K

Series 63

Merrillville, IN

Commonwealth Financial Network

Ahmad Kashani is a financial advisor with Commonwealth Financial Network in Merrillville, IN, holding a Series 63 designation and 43 years of industry experience. He previously worked for MetLife Securities Inc. and Metropolitan Life Insurance Company for 40 years before joining Commonwealth and Wellinvest Partners in 2017. Outside of advisory services, he is a co-owner of Kmen Group LLC, an entity involved in managing commercial real estate. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs, including wealth management and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support, enabling advisors to offer customized portfolio solutions and discretionary model portfolios.

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

Series 66

Merrillville, IN

Commonwealth Financial Network

Cameron Kashani is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 15 years of industry experience. He has worked at Wellinvest Partners since 2017 and was previously with MetLife Securities, Inc. from 2012 to 2017. Outside of his advisory role, he owns Wellinvest Partners, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a variety of advisory programs and support services, including wealth management and retirement plan consulting, while allowing advisors discretion to construct client portfolios from diverse securities and insurance products.

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

Series 63, Series 66

Merrillville, IN

Commonwealth Financial Network

Kurt Lash is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior roles include positions at Wellinvest Partners, FBL Marketing Services, Farm Bureau Financial Services, and Questar Asset Management. He is also involved in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $213 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, third-party asset manager access, and custody services, enabling advisors to implement portfolios through internal model management or external platforms.

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