Adam Anthony Weingartner

Arete Wealth Advisors, LLC

18 Years of Experience

BrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth

Arete Wealth Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

128 advisors

Number of Clients

5,837 clients

Average Client Portfolio

$540K average

Assets Under Management

$3.2B

Fee Structure

Minimum Investment:$50K

Location

1115 W Fulton Market, 3rd Floor, Chicago, IL, 60607

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Adam is an insurance sales representative since 2010, selling health and life insurance in Missouri. This activity is insurance-related.

Employment History

Current Registrations

Arete Wealth Management, LLCBroker

August 2016 - Present · 9 yrs 6 mos

Arete Wealth Advisors, LLC

August 2016 - Present · 9 yrs 6 mos

Previous Registrations

Bfc Planning, INC.

January 2013 - August 2016 · 3 yrs 7 mos

Berthel Fisher & Company Financial Services, INC.

December 2012 - January 2013 · 1 mo

Berthel, Fisher & Company Financial Services, INC.Broker

August 2007 - August 2016 · 9 yrs

State Registrations4 states

FLMONYTX

AdvisorBrokerBoth

Exams

No exam information available for this advisor.