Arete Financial Planning, LLC

Arete Financial Planning, LLC (CRD# 109717) is a financial advisory firm headquartered in , . They manage $20,664,377 in 75 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    75
    ACCOUNTS
  • Average Account Value
    $275,525
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
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 Breuer, financial advisor Port Washington WI
Mark W. Breuer
CRD#: 1319886
Port Washington, WI

Mark Breuer (CRD# 1319886) is an Investment Advisor Representative working at Arete Financial Planning, LLC in Port Washington, WI and has over 39 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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