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Andrew Dorr

17 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
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
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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.

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Other Business Activities

Andrew is a partner in several businesses, including Insight Wealth Group LLC (financial services), Insight Holdings LLC (investment holding company), Insight Tax & Financial Services, LLC and Insight Tax & Accounting, LLC (tax preparation), DDWERKS, LLC (due diligence), Allandrew Holdings LLC (real estate), and Einblick Holdings, LLC (real estate). He also serves as a trustee for Bergman Academy, a non-profit.

Employment History
Current Registrations
Arete Wealth Management, LLCBroker
September 2012 - Present · 13 yrs 5 mos
Arete Wealth Advisors, LLC
September 2012 - Present · 13 yrs 5 mos
Previous Registrations
Commerce Wealth Advisers, LLC
November 2010 - December 2012 · 2 yrs 1 mo
Dewaay Capital Management
June 2008 - December 2012 · 4 yrs 6 mos
Dewaay Financial Network, LLCBroker
June 2008 - September 2012 · 4 yrs 3 mos
Dewaay Capital Management
May 2007 - July 2007 · 2 mos
Dewaay Financial Network, LLCBroker
April 2007 - July 2007 · 3 mos
State Registrations17 states
AZCAFLGAIAILINMAMNMONENHNMOHSCSDTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.