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1115 W Fulton Market 3Rd Floor, Chicago, IL 60607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-30 |
| TX | RA | APPROVED_RES | 2012-12-06 |
| IA | RA | APPROVED | 2012-09-06 |
Branch Locations
6600 Westown Pkwy Suite 190, West Des Moines, IA 50266 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Insight Wealth Group | West Des Moines | IA | 03/2010 | Present |
| Arete Wealth Management Llc | Chicago | IL | 09/2012 | Present |
| Arete Wealth Advisors Llc | Chicago | IL | 09/2012 | Present |
INDEPENDENT INSURANCE AGENT. THE IOWA ADVISOR: DBA FOR ADVISORY BUSINESS; OWNER; START DATE = 05/2021; 120 HRS/MTH; INVESTMENT RELATED. THE PERFECT CAPITALISM PROJECT: MEDIA PODCAST; OWNER; START DATE = 05/2021; 5 HRS/MTH; NOT INVESTMENT RELATED. MOSAIC FOUNDATION BOARD: VOLUNTARY/UNPAID BOARD POSITION; BOARD MEMBER; 1-5 HRS/MTH; INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-04-28 |
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