Nathan James Brooks

Employer firm

25 Financial CRD 317916

$545M regulatory AUM 25 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2010 → 11/2017
  Larson Financial Group, Llc
  Saint Louis, MO
• 07/2010 → 11/2017
  Larson Financial Securities, Llc
  Saint Louis, MO
• 11/2017 → 11/2023
  Arete Wealth Management Llc
  Chicago, IL
• 11/2017 → 11/2023
  Arete Wealth Advisors Llc
  Chicago, IL
• 03/2022 → Present
  25, Llc
  St. Louis, MO
• 12/2017 → Present
  Sole Proprietor
  Iowa City, IA

Previous Registrations

• 2017-11-03 → 2023-11-07
  Arete Wealth Advisors, Llc
  Iowa City, IA
  Chicago, IL
• 2010-10-01 → 2017-11-07
  Larson Financial Group, Llc
  Saint Louis, MO
  Clarendon Hills, IL
  Iowa City, IA

Other Businesses

INSURANCE SALES: FIXED DISABILITY & TERM LIFE INSURANCE THROUGH AN AGENCY; CONTRACTOR; START DATE = 12/2017; 1 HR/MTH.

Exams

• S66 Uniform Combined State Law Examination
  2010-09-30