Alex
Perez Andrade
Arete Wealth Advisors, LLC
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About this Advisor
Alex Perez Andrade is a financial advisor based in West Des Moines, Iowa, working with Arete Wealth Advisors, LLC. Alex has previously held positions at El Rodeo, La Hacienda, Iowa State University, Kingland Systems, Principal Life Insurance Company, Principal Securities Inc, Wells Fargo Clearing Services, LLC, Insight Wealth Group, Arete Wealth Management, LLC, and Arete Wealth Advisors, LLC. Alex has passed the Series 66 regulatory exam and is registered to provide services in Iowa. Currently, Alex is part of Arete Wealth Advisors, LLC, which operates out of West Des Moines, Iowa. 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
Alex Perez Andrade Work History
Insight Wealth Group
Arete Wealth Management, LLC
Arete Wealth Advisors, LLC
Wells Fargo Clearing Services, LLC
Principal Securities Inc
Principal Life Insurance Company
La Hacienda
Kingland Systems
Iowa State University
El Rodeo
Disclosures
Please visit the SEC profile of Alex Perez Andrade 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
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