Angelica Vukobratovich

Employer firm

Belpointe Asset Management LLC CRD 143440

$7.58B regulatory AUM 109 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 05/2005 → 05/2019
  Mb Financial Bank
  Chicago, IL
• 12/2011 → 05/2019
  Cetera Investment Services
  St Cloud, MN
• 05/2014 → 05/2019
  Cetera Investment Advisers Llc
  Calumet City, IL
• 05/2019 → 03/2020
  Fifth Third Bank
  Chicago, IL
• 05/2019 → 03/2020
  Fifth Third Securities
  Chicago, IL
• 03/2020 → 04/2025
  Cetera Invesetment Services Llc
  St Cloud, MN
• 03/2020 → 04/2025
  Cetera Investment Advisers Llc
  Orland Park, IL
• 03/2020 → 04/2021
  Marquette Bank
  Lemont, IL
• 04/2021 → Present
  Afin Family Wealth Management
  Orland Park, IL
• 04/2025 → Present
  Belpointe Asset Management, Llc
  Reno, NV

Previous Registrations

• 2020-03-24 → 2025-04-01
  Cetera Investment Advisers Llc
  Oakbrook, IL
  Lemont, IL
  Orland Park, IL
  Homer Glen, IL
• 2019-06-04 → 2020-03-27
  Fifth Third Securities, Inc.
  Orland Hills, IL
  Oak Forest, IL
  Bolingbrook, IL
  Lemont, IL
  Chicago, IL
  Homer Glen, IL
  Chicago, IL
• 2014-05-19 → 2019-05-29
  Cetera Investment Advisers Llc
  Calumet City, IL
  Lemont, IL

Other Businesses

INDEPENDENT INSURANCE AGENT; INVESTMENT RELATED; 15010 S RAVINIA AVE SUITE 15 ORLAND PARK, IL 60462; SALES OF LIFE, DISABILITY & LTC INSURANCE ; 30 HOURS A MONTH DURING TRADING HOURS

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-05-05
• S63 Uniform Securities Agent State Law Examination
  1999-03-30

Other Names

• Angelica Kratz
• Angelica V Soriano
• Angelica V Kratz
• Angelica Vukobratovich
• Angelica V Vukobratovich
• Angelica V Soriano
• Angelica V Kratz
• Angelica V Soriano