Unclaimed Profile

Keith Eugene Dershem

CLEARARC CAPITAL, INC.·CINCINNATI, Ohio

SIE, Series 7, Series 66CFPClean record11 years registeredCLEARARC CAPITAL, INC.

38 FOUNTAIN SQUARE PLAZA, CINCINNATI, OH 45263CRD# 6179415Firm CRD# 104650

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Keith Eugene Dershem · CINCINNATI, OH

Registration

CRD #6179415 · CLEARARC CAPITAL, INC. · 11 years registered

Brand Profile

Not yet started

Career History

BARTLETT & CO. WEALTH MANAGEMENT LLC

Oct 2021 – present

U.S. BANCORP INVESTMENTS, INC.

Feb 2020 – Sep 2021

CINCINNATI, OH

FIFTH THIRD SECURITIES, INC.

Dec 2014 – Dec 2019

CINCINNATI, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · December 9, 2014

Years registered · 11

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CLEARARC CAPITAL, INC.

CRD 104650 · SEC 801-11184

AUM

$3.9B

Regulatory assets under management

Employees

116 client accounts

Services offered by CLEARARC CAPITAL, INC.

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at CLEARARC CAPITAL, INC. →

Introduction

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Frequently Asked Questions

What services does Keith Eugene Dershem offer?

Keith Eugene Dershem specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in CINCINNATI, Ohio for a consultation.

What are Keith Eugene Dershem's credentials?

Keith Eugene Dershem holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Keith Eugene Dershem located?

Keith Eugene Dershem is based in CINCINNATI, Ohio, working with CLEARARC CAPITAL, INC.. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.

How does Keith Eugene Dershem charge for services?

Keith Eugene Dershem's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CLEARARC CAPITAL, INC.?

CLEARARC CAPITAL, INC. has approximately 12 employees and manages $3.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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