Allen William Dengler
Investment adviser representative at Clearstead; Clearstead Advisory Solutions
10 yearsExperience
1 stateRegistered in
$33.9BFirm assets
37 yearsFirm in business
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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
10 years in the industry.
- Clearstead; Clearstead Advisory SolutionsMar 2024 to now
- Clearstead; Hartland & Co., LLCFeb 2022 to now
- Hpm Partners LLCMar 2018 to Feb 2022
- PNC BankJul 2017 to Mar 2018
- AXA Advisors, LLCSep 2016 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2018
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
- 6339708
- Firm CRD
- 105674