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Carson Page

Commonwealth Financial Network

Cincinnati, OH

CRD 8305686

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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 2026-08-27
  • OH RA
    APPROVED
    Since 2026-08-27

Branch Locations

8044 Montgomery Road,Suite 258, Cincinnati, OH 45236 • 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
Hillcrest Financial Group Cincinnati OH 07/2026 Present
Nisa Investment Advisors Llc Clayton MO 06/2025 08/2025
Washington University In St. Louis University City MO 08/2022 05/2026
Mosquito Joe Of Cincinnati Maineville OH 05/2023 08/2023
Corbett Masonry University City MO 05/2024 08/2024
Kings Local School District Kings Mills OH 07/2016 05/2022
Commonwealth Financial Network Authorized Trader MA 07/2026 Present
  • 07/2026 → Present
    Hillcrest Financial Group
    Cincinnati, OH
  • 06/2025 → 08/2025
    Nisa Investment Advisors Llc
    Clayton, MO
  • 08/2022 → 05/2026
    Washington University In St. Louis
    University City, MO
  • 05/2023 → 08/2023
    Mosquito Joe Of Cincinnati
    Maineville, OH
  • 05/2024 → 08/2024
    Corbett Masonry
    University City, MO
  • 07/2016 → 05/2022
    Kings Local School District
    Kings Mills, OH
  • 07/2026 → Present
    Authorized Trader, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-18
  • S65 Uniform Investment Adviser Law Examination
    2026-05-18

View on SEC IAPD

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