Arete Wealth Advisors, LLC

Arete Wealth Advisors, LLC (CRD# 145488) is a financial advisory firm headquartered in Chicago, IL. They manage $1,298,753,389 in 3,832 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,299
    MILLION
  • Total Number of Accounts
    3,832
    ACCOUNTS
  • Average Account Value
    $338,923
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • 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
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.

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Arete Wealth Advisors, LLC
Showing 1 - 10 of 72 top financial advisors.
1
Avi J. Bialo
CRD#: 6165479
1115 W Fulton Market, 3rd Floor, Chicago, IL 60607

Avi Bialo (CRD# 6165479) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Chicago, IL and has over 7 years of experience in the finance industry.

2
Tucker K. Bixby
CRD#: 2990296
1115 W Fulton Market, 3rd Floor, Chicago, IL 60607

Tucker Bixby (CRD# 2990296) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Chicago, IL and has over 20 years of experience in the finance industry.

3
Craig G. Bodden
CRD#: 3209902
1115 W Fulton Market, 3rd Floor, Chicago, IL 60607

Craig Bodden (CRD# 3209902) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Chicago, IL and has over 21 years of experience in the finance industry.

4
Kelly L. Boesch
CRD#: 4902160
1115 W Fulton Market, 3rd Floor, Chicago, IL 60607

Kelly Boesch (CRD# 4902160) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Chicago, IL and has over 13 years of experience in the finance industry.

5
Jonathan D. Brackmann
CRD#: 4075152
1115 W Fulton Market, 3rd Floor, Chicago, IL 60607

Jonathan Brackmann (CRD# 4075152) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Chicago, IL and has over 20 years of experience in the finance industry.

6
Nathan J. Brooks
CRD#: 5769694
Iowa City, IA

Nathan Brooks (CRD# 5769694) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Iowa City, IA and has over 10 years of experience in the finance industry.

7
Germaine L. Broussard
CRD#: 2684038
8500 Leesburg Pike, Suite 209, Vienna, VA 22182

Germaine Broussard (CRD# 2684038) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Vienna, VA and has over 24 years of experience in the finance industry.

8
Daniel A. Brown
CRD#: 4056463
1115 W Fulton Market, 3rd Floor, Chicago, IL 60607

Daniel Brown (CRD# 4056463) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Chicago, IL and has over 9 years of experience in the finance industry.

9
Richard R. Brown
CRD#: 2541545
Valley Village, CA

Richard Brown (CRD# 2541545) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Valley Village, CA and has over 26 years of experience in the finance industry.

10
Jack D. Burk
CRD#: 4814841
1115 W Fulton Market, 3rd Floor, Chicago, IL 60607

Jack Burk (CRD# 4814841) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Chicago, IL and has over 16 years of experience in the finance industry.

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