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Richard Ahrens

Clearstead; Clearstead Advisory Solutions

Cleveland, OH

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Current Employers
Clearstead; Clearstead Advisory Solutions

1100 Superior Ave East Suite 700, Cleveland, OH 44114 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-10-14
  • OH RA
    APPROVED
    Since 2024-10-14

Branch Locations

1100 Superior Ave East Suite 700, Cleveland, OH 44114 • 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
Strategic Wealth Partners Independence OH 05/2015 04/2019
Mai Capital Management Cleveland OH 04/2019 02/2020
Unemployed Twinsburg OH 02/2020 05/2020
Independence Wealth Advisors Indepndence OH 05/2020 09/2024
Independence Wealth Advisors, Llc Independence OH 05/2020 09/2024
Independence Wealth Advisors, Llc Independence OH 05/2022 09/2024
Clearstead Advisors Cleveland OH 09/2024 Present
Rich Ahrens Consulting Llc Sagamore Hills OH 02/2023 08/2024
  • 05/2015 → 04/2019
    Strategic Wealth Partners
    Independence, OH
  • 04/2019 → 02/2020
    Mai Capital Management
    Cleveland, OH
  • 02/2020 → 05/2020
    Unemployed
    Twinsburg, OH
  • 05/2020 → 09/2024
    Independence Wealth Advisors
    Indepndence, OH
  • 05/2020 → 09/2024
    Independence Wealth Advisors, Llc
    Independence, OH
  • 05/2022 → 09/2024
    Independence Wealth Advisors, Llc
    Independence, OH
  • 09/2024 → Present
    Clearstead Advisors
    Cleveland, OH
  • 02/2023 → 08/2024
    Rich Ahrens Consulting Llc
    Sagamore Hills, OH
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-11-27
S63 Uniform Securities Agent State Law Examination 1996-08-16
  • S65 Uniform Investment Adviser Law Examination
    1996-11-27
  • S63 Uniform Securities Agent State Law Examination
    1996-08-16
Designations
Other Names
  • Richard A Ahrens
  • Richard Allen Ahrens

View on SEC IAPD

Other Firms

FIRST FIDUCIARY INVESTMENT COUNSEL INC
INDEPENDENCE WEALTH ADVISORS, LLC
VOYA FINANCIAL ADVISORS, INC.
EAGLE STRATEGIES LLC
W&S BROKERAGE SERVICES, INC.
M HOLDINGS SECURITIES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
MAI CAPITAL MANAGEMENT, LLC

Other Investors

LAURA ANN COLLINS
ANDREW JOSEPH GIVENS
WILLIAM STONE HENRY
JOSEPH QUERY
Alec Acampora
William Eugene Tomlinson
Ashley Celeste Kabalan
MITCHELL ALBAN KOTHEIMER

Other Offices

FIRST FIDUCIARY INVESTMENT COUNSEL INC · CLEVELAND, OH
INDEPENDENCE WEALTH ADVISORS, LLC · INDEPENDENCE, OH
VOYA FINANCIAL ADVISORS, INC. · INDEPENDENCE, OH
EAGLE STRATEGIES LLC · Independence, OH
W&S BROKERAGE SERVICES, INC. · INDEPENDENCE, OH
M HOLDINGS SECURITIES, INC. · Cleveland, OH
AMERIPRISE FINANCIAL SERVICES, LLC · Independence, OH
FIRST FIDUCIARY INVESTMENT COUNSEL INC · CLEVELAND, OH

More in Cleveland, OH

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