Richard Ahrens
Investment adviser representative at Clearstead; Clearstead Advisory Solutions
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$33.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Clearstead; Clearstead Advisory SolutionsOct 2024 to now
- Clearstead AdvisorsSep 2024 to now
- Rich Ahrens Consulting LLCFeb 2023 to Aug 2024
- Independence Wealth Advisors, LLCMay 2020 to Sep 2024
- UnemployedFeb 2020 to May 2020
- Mai Capital ManagementApr 2019 to Feb 2020
- Strategic Wealth PartnersMay 2015 to Apr 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 1 state (OH).
Clearstead; Clearstead Advisory Solutions
Legal name: Clearstead Advisors, LLC
$33.9BAssets managed
4,819Clients
64Advisers
37 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2569915
- Firm CRD
- 105674