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Allen William Dengler

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_RES 2024-03-27
  • OH RA
    APPROVED_RES
    Since 2024-03-27

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
The Huntington Investment Company Columbus OH 11/2015 09/2016
Huntington National Bank Lakewood OH 11/2015 09/2016
Axa Advisors, Llc New York NY 09/2016 07/2017
Pnc Bank Cleveland OH 07/2017 03/2018
Hpm Partners Llc Cleveland OH 03/2018 02/2022
Clearstead; Hartland & Co., Llc Cleveland OH 02/2022 Present
  • 11/2015 → 09/2016
    The Huntington Investment Company
    Columbus, OH
  • 11/2015 → 09/2016
    Huntington National Bank
    Lakewood, OH
  • 09/2016 → 07/2017
    Axa Advisors, Llc
    New York, NY
  • 07/2017 → 03/2018
    Pnc Bank
    Cleveland, OH
  • 03/2018 → 02/2022
    Hpm Partners Llc
    Cleveland, OH
  • 02/2022 → Present
    Clearstead; Hartland & Co., Llc
    Cleveland, OH
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-09-07
S63 Uniform Securities Agent State Law Examination 2016-06-27
  • S65 Uniform Investment Adviser Law Examination
    2018-09-07
  • S63 Uniform Securities Agent State Law Examination
    2016-06-27

View on SEC IAPD

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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

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