Walter
Nelson

Arete Wealth Advisors, LLC

CRD#2275929
Investment Advisor
in Chicago, IL

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About this Advisor

Walter Nelson is a financial advisor based in Chicago, Illinois, working with Arete Wealth Advisors, LLC. Walter has previously held positions at Fidelity Investments, Arete Wealth Management LLC, Arete Wealth Advisors LLC, Texas Can Academy, Copiam Wealth Management, LLC, Hope Loans International & Gfm Ministries, Guardian Life Insurance Company, and Park Avenue Securities. Walter has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Florida and Texas. Currently, Walter 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 66, Series 63

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

Walter Nelson Work History

2020 - Present (4 years)

Arete Wealth Management LLC

2020 - Present (4 years)

Arete Wealth Advisors LLC

2019 - 2020 (1 year)

Park Avenue Securities

2018 - 2020 (2 years)

Guardian Life Insurance Company

2017 - 2018 (1 year)

Copiam Wealth Management, LLC

2017 - 2018 (1 year)

Hope Loans International & Gfm Ministries

2015 - 2017 (2 years)

Texas Can Academy

2012 - 2015 (3 years)

Fidelity Investments

Disclosures

Please visit the SEC profile of Walter Nelson 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

Bryson Hamilton
Chicago, IL
Joseph Mckinley
Chicago, IL
Kristen Crouthamel
West Des Moines, IA
William Borleis
Chicago, IL
David Narish
Chicago, IL
Kenneth Bonal
Chicago, IL
Rachel Baker
Chicago, IL
Scott Cantor
Melville, NY

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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