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Sophia Louise Ivancich

Clearstead; Hartland & CO., Llc; Clearstead Advisory Solutions

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About Sophia Louise Ivancich

Sophia Ivancich is a financial advisor with Clearstead; Hartland & Co., Llc; Clearstead Advisory Solutions. Sophia has been in the industry since May 2018 and has experience working with clients including high-net-worth individuals, corporations, pension and profit-sharing plans, state or municipal government entities, and other investment advisors. Sophia is a CERTIFIED FINANCIAL PLANNER™ professional.

Firm Information

Sophia Ivancich is currently registered with Clearstead; Hartland & CO., Llc; Clearstead Advisory Solutions. Clearstead; Hartland & CO., Llc; Clearstead Advisory Solutions is an investment advisory firm headquartered in Cleveland, Ohio. The firm provides investment consulting services for 401(k), foundation, and healthcare clients, as well as investment research, due diligence, and trust administration. They offer financial planning, pension consulting, and portfolio management services for individuals, businesses, and pooled investment vehicles. Clearstead; Hartland & CO., Llc; Clearstead Advisory Solutions is registered with the SEC and has approximately $22.4 billion in assets under management. They have a total of 11,645 accounts, including 10,157 discretionary accounts.

$22.37B

Assets Under Management

116

Total Clients

31

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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investment consulting for 401(k), foundation & healthcare clients; investment research and due diligence; trust administration

Investment consulting for 401(k), foundation & healthcare clients; investment research and due diligence; trust administration

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

A percentage of assets under advisement or flat fee

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Sophia Ivancich’s Registration & Firm History

OH

04/21/2024 - Present

Clearstead; Hartland & CO., Llc; Clearstead Advisory Solutions (CLEVELAND OH)

IL

06/02/2022 - 06/16/2023

CAMBRIDGE INVESTMENT RESEARCH, INC. (Rockford IL)

WI

05/31/2019 - 06/12/2022

ROBERT W. BAIRD & CO. INCORPORATED (WAUSAU WI)

WI

05/14/2018 - 06/19/2019

LPL FINANCIAL LLC (WEST BEND WI)

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Licenses & Designations

BOTH

Issued 11/12/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/14/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sophia Louise Ivancich.
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