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Richard Ahrens

Investment Adviser Representative at CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS

Cleveland, OHCRD #2569915Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
16 yrs
States Registered
1 states
Exams Passed
3

Professional summary

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

Richard Ahrens has worked in the securities industry since 2010. They are registered to provide investment advisory services in Ohio.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Ohio
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 11/27/1996
Series 63
Uniform Securities Agent State Law Examination
Passed 8/16/1996
Series 7
General Securities Representative Examination
Passed 7/22/1996

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
10/14/2024Cleveland, OH
INDEPENDENCE WEALTH ADVISORS, LLC
5/5/20209/19/2024Independence, OH
STRATEGIC WEALTH PARTNERS, LTD.
5/19/20152/11/2022Independence, OH
HICKORY ASSET MANAGEMENT, INC.
3/24/201410/23/2014Concord, OH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
8/20/20133/12/2014Cleveland, OH
LINCOLN FINANCIAL ADVISORS CORPORATION
5/21/20045/2/2007Solon, OH
LINCOLN FINANCIAL ADVISORS CORPORATION
5/7/200312/31/2003Solon, 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. Richard Ahrens 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.