Isaac Joseph Bushen

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2019 → 05/2023
  University Of Akron
  Akron, OH
• 09/2022 → 08/2025
  Davenport Wealth Management
  Cleveland, OH
• 09/2025 → 02/2026
  Bucholtz & Germo
  Cleveland, OH
• 09/2014 → 05/2019
  Aquinas
  Rochester Ny, OH
• 09/2025 → 02/2026
  Commonwealth Financial Network
  Waltham, MA
• 02/2026 → Present
  Commonwealth Financial Network
  Waltham, MA
• 02/2026 → Present
  Bucholtz & Germo
  Cleveland, OH

Other Businesses

1. Fixed insurance sales; as of 02/02/2026; 1% of time spent during business hours; Conducted at branch location; Investment related.

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-11-25

Designations

• Certified Financial Planner