Kristi Oquin Pool

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

• 11/2014 → 03/2022
  Consolidated Electrical Distributors
  Irving, TX
• 03/2022 → 06/2024
  Integrity Registered Investment Advisors
  Lafayette, LA
• 07/2024 → Present
  Dupre Carrier Godchaux
  Opelousas, LA
• 07/2024 → Present
  Arete Wealth Advisors
  Chicago, IL

Previous Registrations

• 2023-01-01 → 2024-07-08
  Integrity Ria, Llc
  Lafayette, LA

Other Businesses

DBA-Dupre Carrier Godchaux Financial, Financial Representative; service clients. 160 hours per month during trading hours, start date 07/2024.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-12-28
• S63 Uniform Securities Agent State Law Examination
  2005-08-11

Other Names

• Kristi Lynn O'QUin
• Kristi O'QUin Pool