Arete Wealth Advisors, LLC
Arete Wealth Advisors, LLC (CRD# 145488) is a financial advisory firm headquartered in Chicago, IL. They manage $2,672,456,687 in 5,251 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management2,672MILLION
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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
Aaron Kneas (CRD# 4255901) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Charlotte, NC and has over 12 years of experience in the finance industry.
Frederick Kort (CRD# 5376727) 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.
Dianne Larson (CRD# 4690759) 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.
Kevin Leblanc (CRD# 1744123) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Knoxville, TN and has over 32 years of experience in the finance industry.
Roshan Loungani (CRD# 4256993) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Chicago, IL and has over 23 years of experience in the finance industry.
Justin Mackie (CRD# 4736154) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Chicago, IL and has over 8 years of experience in the finance industry.
Charles Majors (CRD# 2685420) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Chicago, IL and has over 27 years of experience in the finance industry.
David Mar (CRD# 1095682) 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.
Dennis McMillan (CRD# 5126963) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Chicago, IL and has over 17 years of experience in the finance industry.
Kraig Mickelsen (CRD# 2845238) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Saint Charles, IL and has over 27 years of experience in the finance industry.