Arete Financial Planning, LLC

Arete Financial Planning, LLC (CRD# 109717) is a financial advisory firm headquartered in , . They manage $25,597,099 in 112 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    112
    ACCOUNTS
  • Average Account Value
    $228,546
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
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.

WI

Financial Advisors at Arete Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Mark W. Breuer
CRD#: 1319886
Port Washington, WI
96
Wealthminder
score

Mark Breuer (CRD# 1319886) is an Investment Advisor Representative working at Arete Financial Planning, LLC in Port Washington, WI and has over 31 years of experience in the finance industry. Mark Breuer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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