Walter
Nelson
Arete Wealth Advisors, LLC
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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
Services Offered
Fee Structure
Office Location
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Arete Wealth Advisors, LLC Brokerage Details
$2,672,456,687
130
5,251
$508,942
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
Arete Wealth Management LLC
Arete Wealth Advisors LLC
Park Avenue Securities
Guardian Life Insurance Company
Copiam Wealth Management, LLC
Hope Loans International & Gfm Ministries
Texas Can Academy
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
Chicago, IL
West Des Moines, IA
Chicago, IL
Park Ridge, IL
Chicago, IL
Melville, NY
Chicago, IL
Chicago, IL
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