Rachel
Baker

Arete Wealth Advisors, LLC

CRD#6331988
Investment Advisor
in Chicago, IL

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About this Advisor

Rachel Baker is a financial advisor based in Chicago, Illinois, working with Arete Wealth Advisors, LLC. Rachel has previously held positions at Hill And Hill Financial, Arete Wealth Advisors, LLC, Center Street Advisors, Inc, and Arete Wealth Management. Rachel has passed the Series 65 regulatory exam and is registered to provide services in Georgia. Currently, Rachel is part of Arete Wealth Advisors, LLC, which operates out of Chicago, Illinois. The firm has 26 offices and 130 employees. The firm manages assets totaling $2.7 billion and serves high-net-worth clients. The services offered by the firm include 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. The fee structure at Arete Wealth Advisors, LLC includes asset-based, hourly, fixed, performance-based, and other fees.

Certifications and Registrations

Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees, Others

Office Location

1115 W Fulton Market 3Rd Floor
Chicago, IL 60607

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Arete Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$2,672,456,687

IL Average: $6,674,516,078
Total Number of Employees

130

IL Average: 44
Total Number of Accounts

5,251

IL Average: 2,564
Average Account Size

$508,942

IL Average: $2,603,165

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

Rachel Baker Work History

2024 - Present (0 year)

Arete Wealth Management

2023 - Present (1 year)

Arete Wealth Advisors, LLC

2014 - Present (10 years)

Hill And Hill Financial

2014 - 2023 (9 years)

Center Street Advisors, Inc

Disclosures

Please visit the SEC profile of Rachel Baker 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

Kristen Crouthamel
West Des Moines, IA
Joseph Mckinley
Chicago, IL
Rachel Baker
Chicago, IL
Bryson Hamilton
Chicago, IL
Ivan Truss
Chicago, IL
Scott Cantor
Melville, NY
Daniel Diaz
Los Gatos, CA
Robert Geller
Park Ridge, IL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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