Rene Hernandez

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

• 06/2026 → Present
  Arete Wealth Management
  Chicago, IL
• 05/2026 → Present
  Mk Wealth
  Jacksonville, FL
• 11/2022 → 04/2026
  Unemployed
  Jacksonville, FL
• 01/2015 → 04/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
• 04/2019 → 01/2020
  Allstate Insurance Company
  Jacksonville, FL
• 12/2019 → 09/2020
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 07/2022 → 10/2022
  Tapfin/Ey
  Tampa, FL
• 09/2020 → 04/2021
  Unemployed
  Middlebury, FL
• 04/2021 → 07/2022
  Pnc Bank
  Jacksonville, FL

Previous Registrations

• 2022-08-30 → 2022-10-20
  Ernst & Young Investment Advisers Llp
  Middlebury, FL
  Tampa, FL
• 2020-02-03 → 2020-09-15
  Cuna Brokerage Services, Inc.
  Middleburg, FL
• 2019-04-30 → 2020-02-12
  Allstate Financial Advisors, Llc
  Flagler Beach, FL
  Jacksonville, FL
• 2015-09-10 → 2019-04-30
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
• 2009-02-24 → 2010-08-26
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL

Other Businesses

MK Wealth, dba, Director; Jacksonville, FL; 160 hours per month during trading hours; Start date: 05/2026.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-06-30
• S63 Uniform Securities Agent State Law Examination
  2026-06-26
• S66 Uniform Combined State Law Examination
  2015-09-04

Other Names

• Rene Hernandez
• Rene Hernandez
• Rene Hernandez
• Rene Hernandez
• Rene Hernandez
• Rene Hernandez
• Rene Hernandez
• Rene Hernandez