Joshua RogersCRD Number: 3163818
Current Firm: Arete Wealth Advisors, LLC
Joshua Rogers (CRD# 3163818) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Chicago, IL and has over 19 years of experience in the finance industry.
Ellis Wealth Advisors, LLC
Waddell & Reed
|Arete Wealth Advisors||Chicago, IL||Nov 2007 - Current||10|
|Arete Wealth Management||Chicago, IL||Aug 2007 - Current||10|
|Self||Barrington, IL||Jun 2007 - Aug 2007||< 1|
|American Express Financial Advisors||Vienna, VA||Aug 1999 - Jun 2007||7|
|Ids Life Insurance Company||Vienna, VA||Aug 1999 - Jun 2007||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1999|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.