Samantha Ann Crank

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

• 04/2021 → 06/2025
  Lord Abbett & Co. Llc
  Jersey City, NJ
• 09/2019 → 03/2020
  Bloomington Neurospinal Chiropractic Clinic
  Bloomington, IN
• 06/2019 → 08/2019
  Merrill Lynch
  Montclair, NJ
• 05/2018 → 08/2018
  Hartzell's Ice Cream
  Bloomington, IN
• 08/2016 → 05/2020
  Student
  Bloomington, IN
• 05/2020 → 04/2021
  Unemployed
  Wayne, NJ
• 06/2025 → Present
  Golub Capital
  New York, NY
• 07/2025 → Present
  Arete Wealth Management
  Chicago, IL
• 07/2025 → Present
  Arete Wealth Advisors
  Chicago, IL

Previous Registrations

• 2022-11-04 → 2025-06-30
  Lord, Abbett & Co. Llc
  Jersey City, NJ

Other Businesses

Golub Capital, dba, Senior Associate, 160 hours per month during trading hours, New York, NY. Start date: 07/2025.

Exams

• S66 Uniform Combined State Law Examination
  2021-09-27

Other Names

• Samantha Crank