Ahrens Investment Partners, LLC

Ahrens Investment Partners, LLC (CRD# 222517) is a financial advisory firm headquartered in Lafayette, LA. They manage $450,000,000 in 1,890 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    450
    MILLION
  • Total Number of Accounts
    1,890
    ACCOUNTS
  • Average Account Value
    $238,095
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, LA, MS, TX

Financial Advisors at Ahrens Investment Partners, LLC
Showing 1 - 10 of 15 top financial advisors.
1
John N. Morein
CRD#: 1001320
412 Settlers Trace Boulevard, Lafayette, LA 70508
96
Wealthminder
score

John Morein (CRD# 1001320) is an Investment Advisor Representative working at Ahrens Investment Partners, LLC in Lafayette, LA and has over 19 years of experience in the finance industry.

2
Ronald P. Lege
CRD#: 4578863
412 Settlers Trace Boulevard, Lafayette, LA 70508
93
Wealthminder
score

Ronald Lege (CRD# 4578863) is an Investment Advisor Representative working at Ahrens Investment Partners, LLC in Lafayette, LA and has over 15 years of experience in the finance industry.

3
Christopher S. St. Germain
CRD#: 4300731
412 Settlers Trace Boulevard, Lafayette, LA 70508
93
Wealthminder
score

Christopher St. Germain (CRD# 4300731) is an Investment Advisor Representative working at Ahrens Investment Partners, LLC in Lafayette, LA and has over 16 years of experience in the finance industry.

4
Paul Bako
CRD#: 5909412
412 Settlers Trace Boulevard, Lafayette, LA 70508
90
Wealthminder
score

Paul Bako (CRD# 5909412) is an Investment Advisor Representative working at Ahrens Investment Partners, LLC in Lafayette, LA and has 1 year of experience in the finance industry.

5
Perry B. Frey
CRD#: 2110099
412 Settlers Trace Boulevard, Lafayette, LA 70508
90
Wealthminder
score

Perry Frey (CRD# 2110099) is an Investment Advisor Representative working at Ahrens Investment Partners, LLC in Lafayette, LA and has over 6 years of experience in the finance industry.

6
Cory F. Fruge
CRD#: 6483663
412 Settlers Trace Boulevard, Lafayette, LA 70508
90
Wealthminder
score

Cory Fruge (CRD# 6483663) is an Investment Advisor Representative working at Ahrens Investment Partners, LLC in Lafayette, LA and has 1 year of experience in the finance industry.

7
Edward S. Shea
CRD#: 6039184
412 Settlers Trace Boulevard, Lafayette, LA 70508
90
Wealthminder
score

Edward Shea (CRD# 6039184) is an Investment Advisor Representative working at Ahrens Investment Partners, LLC in Lafayette, LA and has over 5 years of experience in the finance industry.

8
James V. Wallace
CRD#: 6626641
412 Settlers Trace Boulevard, Lafayette, LA 70508
90
Wealthminder
score

James Wallace (CRD# 6626641) is an Investment Advisor Representative working at Ahrens Investment Partners, LLC in Lafayette, LA and has 1 year of experience in the finance industry.

9
Kyle J. Boudreaux
CRD#: 6232620
412 Settlers Trace Boulevard, Lafayette, LA 70508
89
Wealthminder
score

Kyle Boudreaux (CRD# 6232620) is an Investment Advisor Representative working at Ahrens Investment Partners, LLC in Lafayette, LA and has over 4 years of experience in the finance industry.

10
Catherine A. Aune
CRD#: 6105221
412 Settlers Trace Boulevard, Lafayette, LA 70508
87
Wealthminder
score

Catherine Aune (CRD# 6105221) is an Investment Advisor Representative working at Ahrens Investment Partners, LLC in Lafayette, LA and has 1 year of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.