Daniel
Smith
Arete Wealth Advisors, LLC
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About this Advisor
Daniel Smith is a financial advisor based in West Des Moines, Iowa, working with Arete Wealth Advisors, LLC. Daniel has previously held positions at Insight Tax & Accounting Services, LLC, Arete Wealth Management, LLC, and Broker Dealer Financial Services. Daniel has passed the Series 63 regulatory exam and is registered to provide services in Iowa. Currently, Daniel 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
Daniel Smith Work History
Insight Tax & Accounting Services, LLC
Arete Wealth Managmement, LLC
Broker Dealer Financial Services
Disclosures
Please visit the SEC profile of Daniel Smith to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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