Andrew DorrCRD Number: 5297867
Current Firm: Arete Wealth Advisors, LLC
Andrew Dorr (CRD# 5297867) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Chicago, IL and has over 10 years of experience in the finance industry.
Ellis Wealth Advisors, LLC
Waddell & Reed
|Arete Wealth Management LLC||Chicago, IL||Sep 2012 - Current||4|
|Commerce Wealth Advisers||Clive, IA||Nov 2010 - Dec 2012||2|
|Dewaay Capital Managment||Clive, IA||Apr 2008 - Dec 2012||4|
|Dewaay Financial Network||Clive, IA||Jun 2008 - Sep 2012||4|
|Friends Of Fred Thompson||Des Moines, IA||Jul 2007 - Feb 2008||< 1|
|Dewaay Capital Management||West Des Moines, IA||Feb 2007 - Jul 2007||< 1|
|Dewaay Financial Network||Clive, IA||Feb 2007 - Jul 2007||< 1|
|Iowans For Nussle||Urbandale, IA||Mar 2005 - Nov 2006||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2007|
Total Assets Under Management691MILLIONS
Total Number of Accounts4,557ACCOUNTS
Average Account Value$151,719
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, DC, FL, GA, HI, IA, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA, WA, WI, WV
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