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Kelly Beth Marshall

Commonwealth Financial Network

Warren, OH

Solon, OH

CRD 6699704

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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:

Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-04-09
  • OH RA
    APPROVED
    Since 2026-04-09

Branch Locations

Warren, OH • United States

30405 Solon Road Suite 16, Solon, OH 44139 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Commonwealth Financial Network Waltham MA 08/2016 06/2024
Bds Financial Network Solon OH 08/2016 Present
Commonwealth Financial Network Waltham MA 06/2024 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-08
  • S66 Uniform Combined State Law Examination
    2026-04-08
Other Names
  • Kelly Beth Baker

View on SEC IAPD

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