Unclaimed Profile

Richard Ahrens

INDEPENDENCE WEALTH ADVISORS, LLC·INDEPENDENCE, Ohio

Series 7, Series 63, Series 65Clean record23 years registeredINDEPENDENCE WEALTH ADVISORS, LLC

6100 OAK TREE BLVD SOUTH, INDEPENDENCE, OH 44131CRD# 2569915Firm CRD# 306236

Profile Verification

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

Identity

Richard Ahrens · INDEPENDENCE, OH

Registration

CRD #2569915 · INDEPENDENCE WEALTH ADVISORS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS

Oct 2024 – present

INDEPENDENCE WEALTH ADVISORS, LLC

May 2020 – Sep 2024

INDEPENDENCE, OH

STRATEGIC WEALTH PARTNERS, LTD.

May 2015 – Feb 2022

INDEPENDENCE, OH

HICKORY ASSET MANAGEMENT, INC.

Mar 2014 – Oct 2014

CONCORD, OH

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Aug 2013 – Mar 2014

CLEVELAND, OH

LINCOLN FINANCIAL ADVISORS CORPORATION

May 2004 – May 2007

SOLON, OH

LINCOLN FINANCIAL ADVISORS CORPORATION

May 2003 – Dec 2003

SOLON, OH

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · May 7, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INDEPENDENCE WEALTH ADVISORS, LLC

CRD 306236 · SEC 801-130211

AUM

$128M

Regulatory assets under management

Employees

861 client accounts

Services offered by INDEPENDENCE WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at INDEPENDENCE WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Richard Ahrens offer?

Richard Ahrens specializes in Financial Planning, Investment Management. Contact their office in INDEPENDENCE, Ohio for a consultation.

What are Richard Ahrens's credentials?

Richard Ahrens is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Richard Ahrens located?

Richard Ahrens is based in INDEPENDENCE, Ohio, working with INDEPENDENCE WEALTH ADVISORS, LLC. Their office serves clients in the INDEPENDENCE metropolitan area and surrounding communities.

How does Richard Ahrens charge for services?

Richard Ahrens's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INDEPENDENCE WEALTH ADVISORS, LLC?

INDEPENDENCE WEALTH ADVISORS, LLC has approximately 6 employees and manages $128M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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