Benjamin Carlson (CRD# 4588060) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Park Ridge, IL and has over 2 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Arete Wealth Advisors LLC | Chicago, IL | Jan 2022 - Current | 2 |
| Arete Wealth Management LLC | Chicago, IL | Jan 2022 - Current | 2 |
| Brighthouse Securities, LLC | Waxhaw, NC | Mar 2017 - Dec 2021 | 4 |
| Metlife Investors Distribution Company | New York, NY | Apr 2015 - Dec 2021 | 6 |
| Riversource Distributors, Inc. | Chicago, IL | Apr 2007 - Apr 2015 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2022 |
- FL
- IL
- WI
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Total Assets Under Management2,672MILLIONS
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Total Number of Accounts5,251ACCOUNTS
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Average Account Value$508,942
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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