Andrew Dorr

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

• 09/2012 → Present
  Arete Wealth Management Llc
  Chicago, IL
• 09/2012 → Present
  Arete Wealth Advisors Llc
  Chicago, IL

Previous Registrations

• 2008-06-09 → 2012-12-31
  Dewaay Capital Management
  Clive, IA
• 2010-11-04 → 2012-12-31
  Commerce Wealth Advisers, Llc
  Johnston, IA
• 2007-05-10 → 2007-07-05
  Dewaay Capital Management
  West Des Moines, IA

Other Businesses

INSIGHT WEALTH GROUP LLC: FINANCIAL SERVICES; DBA; PARTNER. INSIGHT HOLDINGS LLC: INVESTMENT HOLDING COMPANY; PARTNER. INSIGHT TAX & FINANCIAL SERVICES, LLC: TAX PREPARATION SERVICES; PARTNER. INSIGHT TAX & ACCOUNTING, LLC: TAX PREPARATION SERVICES; PARTNER. DDWERKS, LLC: PROVIDES DUE DILIGENCE SERVICES - NON SALES RELATED; PARTNER. BERGMAN ACADEMY: NON-PROFIT/FOUNDATION WORK; TRUSTEE. ALLINDREW HOLDINGS LLC: REAL ESTATE HOLDING COMPANY; PARTNER. INSIGHT CPA: DBA FOR INSIGHT TAX & ACCOUNTING/INSIGHT TAX & FINANCIAL SERVICES; TAX PREPARATION SERVICES; PARTNER; NOT INVESTMENT RELATED. EINBLICK HOLDINGS, LLC,, 13260 Elmcrest Circle, Clive IA, 50325; Holding company for the purchase of real estate. 0 HOURS DURING TRADING HOURS. START DATE, 12/01/2023. Insight 1031, LLC. ; West Des Moines, IA; Partner, Provide strategic direction and marketing support; 1 hour per month 1 during trading hours. Start Date: 6/2025.

Exams

• S66 Uniform Combined State Law Examination
  2007-05-07

Other Names

• Andrew Thomas Dorr