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Allen William Dengler

Investment Adviser Representative at CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS

Cleveland, OHCRD #6339708Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
10 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Allen William Dengler has worked in the securities industry since 2016.

Registrations & licenses

Registration type
Investment Adviser Rep
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 9/7/2018
Series 63
Uniform Securities Agent State Law Examination
Passed 6/27/2016
SIE
Securities Industry Essentials Examination
Passed 3/16/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 6/18/2014

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First $5 million1.00%
Next $5 million0.75%
Above $10 million0.50%
Source

Clearstead; Clearstead Advisory Solutions Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONSCurrent
3/27/2024Cleveland, OH
CERITY PARTNERS LLC
3/9/20183/9/2022Cleveland, OH

Official records & sources

Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Allen William Dengler has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Allen William Dengler - Financial Advisor in Cleveland, OH | AdvisorFinder