Joshua Eric Cross

Employer firm

Arete Wealth Advisors, LLC CRD 145488

$2.75B regulatory AUM 35 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2012 → Present
  Arete Wealth Advisors Llc
  Chicago, IL
• 08/2012 → Present
  Arete Wealth Management Llc
  Chicago, IL

Previous Registrations

• 2012-03-09 → 2012-12-31
  Dewaay Capital Management
  West Des Moines, IA
• 2012-02-01 → 2012-03-09
  Scout Wealth Management, Inc.
  West Des Moines, IA
• 2005-05-26 → 2012-02-02
  Dewaay Capital Management
  West Des Moines, IA
  West Des Moines, IA

Other Businesses

SILVERCAP WEALTH MANAGEMENT: DBA FOR INVESTMENT PRACTICE; PRESIDENT. INDEPENDENT INSURANCE AGENT (FMO: BROKERS INTERNATIONAL). SILVERCAP TAX SERVICES LLC: TAX PREPARATION SERVICES; PARTNER. DOS AMIGOS LLC: RENTAL HOUSE; PARTNER; START DATE = 01/2021; 5 HRS/MTH; NOT INVESTMENT RELATED. GERONIMO HOLDINGS LLC: PURCHASE, SELL & RESTORE VEHICLES; START DATE = 01/2021; 10 HRS/MTH; NOT INVESTMENT RELATED.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-03-08
• S63 Uniform Securities Agent State Law Examination
  2003-10-03