Leanne
Martin
Arete Wealth Advisors, LLC
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About this Advisor
Leanne Martin is a certified financial planner working in Chicago, Illinois with a total of 11 years of industry experience. Martin currently works for Arete Wealth Advisors, LLC. During their career, the advisor has held roles at Arete Wealth Management LLC and Arete Wealth Advisors LLC. Martin has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Florida, Maine and Texas. Arete Wealth Advisors, LLC is an advisory business that has its headquarters in Chicago, IL. The company has offices in 26 locations and a total of 151 financial advisors. It administers $2 billion in assets under management between its 5,102 client accounts, making it one of the largest firms in the nation by assets under management. Of its 5,102 client accounts, 72% are held by high-net-worth individuals who have greater than $1 million in investable assets. Arete Wealth Advisors, LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and other services. Fees charged by financial advisors typically depend on which services the firm provides the client. Fees charged by Arete Wealth Advisors, LLC may include asset-based, hourly, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Arete Wealth Advisors, LLC Brokerage Details
$2,116,498,344
151
5,102
$414,837
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Other
Leanne Martin Work History
Leanne has been registered as a financial advisor for 11 years.*
Arete Wealth Management LLC
Arete Wealth Advisors LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Leanne Martin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Arete Wealth Advisors, LLC
New York, NY
Park Ridge, IL
Chicago, IL
New York, NY
Nashville, TN
Colleyville, TX
New York, NY
New York, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
