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1115 W Fulton Market 3Rd Floor, Chicago, IL 60607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
| MI | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2017-04-11 |
| IL | RA | APPROVED | 2010-04-01 |
Branch Locations
1 North Virginia St Suite D, Crystal Lake, IL 60014 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arete Wealth Management | Chicago | IL | 03/2010 | Present |
| Arete Wealth Advisors | Chicago | IL | 03/2010 | Present |
1) CONVERGE FOUNDATION: BOARD MEMBER & INVESTMENT COMMITTEE CHAIR. 2) INSURANCE SALES: VARIOUS INSURANCE COMPANIES, ACCESSED IN SOME CASES VIA CRUMP, SAGE INSURANCE PARTNERS, ETC.; AGENT. 3) OLSON ANALYTICS: DATA ANALYSIS & CONSULTING; OWNER. 4) TrueNorth Wealth Planning LLC-Commercial real estate ownership and leasing, Partner, 3 hours per month, 2 hours during trading hours, 8924 Mica Dr., Zeeland MI, 49464, Start date 3/15/2024. 5) Arete Wealth Planning LLC- Provide financial planning practice support services - advertising, software leasing, staff compensation, travel costs, space leasing, technology purchases and leasing, etc., 8924 Mica Dr. Zeeland MI, 49464, 80 Hours per month, 15 during trading hours, Start date: 11/6/2018. 6) Avena Impact Wealth Advisors-dba-Start date 5/2025.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-08-03 |
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