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Joseph Everett Mckinley

Arete Wealth Advisors, LLC

Ponte Vedra Beach, FL

CRD 7271032

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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:

Current Employers
Arete Wealth Advisors, Llc

1115 W Fulton Market 3Rd Floor, Chicago, IL 60607 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
FL RA APPROVED 2025-01-01
UT RA APPROVED 2022-10-04
VA RA APPROVED 2022-01-12
  • CA RA
    APPROVED
    Since 2025-01-01
  • FL RA
    APPROVED
    Since 2025-01-01
  • UT RA
    APPROVED
    Since 2022-10-04
  • VA RA
    APPROVED
    Since 2022-01-12

Branch Locations

151 Sawgrass Corners Drive Suite 206, Ponte Vedra Beach, FL 32082 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Arete Wealth Management Llc Chicago IL 06/2020 Present
Pv Insurances Llc Ponte Vedra FL 01/2020 05/2026
Shepard Expositions Las Vegas NV 02/2019 12/2019
Freeman Companies Las Vegas NV 04/2014 02/2019
Arete Wealth Advisors Chicago IL 04/2021 Present
Anchored Wealth Advisors Ponte Vedra Beach FL 05/2026 Present
  • 06/2020 → Present
    Arete Wealth Management Llc
    Chicago, IL
  • 01/2020 → 05/2026
    Pv Insurances Llc
    Ponte Vedra, FL
  • 02/2019 → 12/2019
    Shepard Expositions
    Las Vegas, NV
  • 04/2014 → 02/2019
    Freeman Companies
    Las Vegas, NV
  • 04/2021 → Present
    Arete Wealth Advisors
    Chicago, IL
  • 05/2026 → Present
    Anchored Wealth Advisors
    Ponte Vedra Beach, FL
Other Businesses

Anchored Wealth Advisors, dba, Ponte Vedra Beach, FL, Broker & Insurance sales, 160 per month during trading hours, start date: 05/2026.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-04-27
  • S66 Uniform Combined State Law Examination
    2021-04-27

View on SEC IAPD

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