Andrew KleisCRD Number: 4492750
Current Firm: Arete Wealth Advisors, LLC
Andrew Kleis (CRD# 4492750) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Chicago, IL and has over 15 years of experience in the finance industry.
Ellis Wealth Advisors, LLC
Waddell & Reed
|Insight Wealth Group||West Des Moines, IA||Sep 2012 - Current||5|
|Arete Wealth Management LLC||Chicago, IL||Sep 2012 - Current||5|
|Commerce Wealth Advisers||Clive, IA||Apr 2012 - Dec 2012||< 1|
|Dewaay Capital Management||Clive, IA||Jun 2005 - Dec 2012||7|
|Dewaay Financial Network||Clive, IA||Sep 2006 - Sep 2012||6|
|Vsr Financial Services Inc.||Overland Park, KS||Jun 2005 - Sep 2006||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2006|
|S66||NASAA Uniform Combined State Law Examination||Mar 2002|
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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