Matthew Aaron Held

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

• 09/2006 → 09/2023
  Lincoln Financial Advisors Corporation
  Cincinnati, OH
• 09/2023 → Present
  Commonwealth Financial Network
  Waltham, MA
• 09/2023 → Present
  Clarity Wealth Management, Llc
  Cincinnati, OH

Previous Registrations

• 2006-09-26 → 2023-09-05
  Osaic Fa, Inc.
  Cincinnati, OH

Other Businesses

1. Fixed insurance sales; as of 09/05/2023; 5% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Clarity Wealth Management, LLC, a private entity established to facilitate securities, advisory, and insurance business; as of 09/05/2023; 5% of time spent during business hours; Conducted at branch; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2007-06-29

Designations

• Certified Financial Planner