Evan
Mcmann
Arete Wealth Advisors, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Evan Mcmann is a financial advisor based in New York, New York who has 1 year of relevant experience. Mcmann is on the advisory team at Arete Wealth Advisors, LLC. During their career, Mcmann has held roles at Equitable Advisors, LLC, Intermodal Cartage, The Danville Country Club, Lowe'S Companies, Inc, Captain Franks, Boyle County Public Schools, Rhodes College, Independent Brokerage Solutions LLC, Masterworks Investor Services LLC and Arete Wealth Advisors, LLC. Mcmann has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in Alabama, Alaska, Arkansas, California, Colorado, Connecticut, Delaware, District Of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin and Wyoming. Arete Wealth Advisors, LLC is a registered investment business that has its headquarters in Chicago, IL. It has offices in 26 locations and a total of 151 financial advisors. It manages $2 billion in assets across its 5,102 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. Of its 5,102 customer accounts, 72% are held by high-net-worth individuals who have at least $1 million in investable assets. Arete Wealth Advisors, LLC provides a number of services, such as 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. A financial advisor's fees largely vary depending on which services are provided. However, fees billed by Arete Wealth Advisors, LLC can consist of some blend of asset-based, hourly, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Arete Wealth Advisors, LLC Brokerage Details
$2,116,498,344
151
5,102
$414,837
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
Evan Mcmann Work History
Evan has been registered as a financial advisor for 1 years.*
Arete Wealth Advisors, LLC
Masterworks Investor Services LLC
Independent Brokerage Solutions LLC
Equitable Advisors, LLC
Intermodal Cartage
Rhodes College
The Danville Country Club
Rhodes College
Lowe'S Companies, Inc
Rhodes College
Rhodes College
Captain Franks
Boyle County Public Schools
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Evan Mcmann 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
Park Ridge, IL
New York, NY
Colleyville, TX
Chicago, IL
New York, NY
New York, NY
Nashville, TN
New York, NY
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
