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Alex Perez Andrade

Arete Wealth Advisors, LLC

West Des Moines, IA

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Current Employers
Arete Wealth Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2023-10-23
  • IA RA
    APPROVED
    Since 2023-10-23

Branch Locations

6600 Westown Parkway Suite 190, West Des Moines, IA 50266 • 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
La Hacienda Des Moines IA 05/2019 08/2019
Iowa State University Ames IA 08/2016 06/2020
Kingland Systems Ames IA 04/2018 05/2019
Principal Life Insurance Company Des Moines IA 06/2020 04/2022
Principal Securities Inc Des Moines IA 07/2021 04/2022
Wells Fargo Clearing Services, Llc Des Moines IA 09/2022 09/2023
Unemployed Des Moines IA 04/2022 09/2022
Insight Wealth Group West Des Moines IA 09/2023 Present
Arete Wealth Management, Llc Chicago IL 09/2023 Present
Arete Wealth Advisors, Llc Chicago IL 09/2023 Present
  • 05/2019 → 08/2019
    La Hacienda
    Des Moines, IA
  • 08/2016 → 06/2020
    Iowa State University
    Ames, IA
  • 04/2018 → 05/2019
    Kingland Systems
    Ames, IA
  • 06/2020 → 04/2022
    Principal Life Insurance Company
    Des Moines, IA
  • 07/2021 → 04/2022
    Principal Securities Inc
    Des Moines, IA
  • 09/2022 → 09/2023
    Wells Fargo Clearing Services, Llc
    Des Moines, IA
  • 04/2022 → 09/2022
    Unemployed
    Des Moines, IA
  • 09/2023 → Present
    Insight Wealth Group
    West Des Moines, IA
  • 09/2023 → Present
    Arete Wealth Management, Llc
    Chicago, IL
  • 09/2023 → Present
    Arete Wealth Advisors, Llc
    Chicago, IL
Previous Registrations
Other Businesses

DBA - Insight Wealth Group

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-21
  • S66 Uniform Combined State Law Examination
    2023-08-21
Other Names
  • Alex Perez
  • Alex Perez Andrade

View on SEC IAPD

Other Firms

PRINCIPAL SECURITIES, INC.
COMMONWEALTH FINANCIAL NETWORK
FOSTER GROUP, INC.
KSA PARTNERS, LLC
LPL FINANCIAL LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
PARK AVENUE SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

DANIEL ALEXANDER ALLEN
JENNIE JEAN HENRY
PATRICK JOSEPH BYRNE
EDDIE RAY COLEMAN
JAMES LAWRENCE LUMLEY
CONOR J BOFFELI
Signe Olson
ANDREW JAY HIMELSON

Other Offices

PRINCIPAL SECURITIES, INC. · West Des Moines, IA
COMMONWEALTH FINANCIAL NETWORK · West Des Moines, IA
PRINCIPAL SECURITIES, INC. · WEST DES MOINES, IA
FOSTER GROUP, INC. · WEST DES MOINES, IA
KSA PARTNERS, LLC · WEST DES MOINES, IA
LPL FINANCIAL LLC · WEST DES MOINES, IA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WEST DES MOINES, IA
PARK AVENUE SECURITIES LLC · West Des Moines, IA

More in West Des Moines, IA

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