Alex Perez Andrade is a financial advisor at Arete Wealth Advisors, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing, Principal Securities Inc., and Principal Life Insurance Company. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis using both advisor-driven and proprietary, rule-based model allocations, and it employs a comprehensive due-diligence process for recommended managers and private investments.

Kristen Crouthamel is a financial advisor with Arete Wealth Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She previously worked at Cambridge Investment Research Advisors and Broker Dealer Financial Services. Outside of her advisory role, she serves on several community boards including the Guthrie Center Chamber of Commerce and the Guthrie County Conservation Board, and acts as a notary public in Iowa. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs both advisor-driven and proprietary model allocations and integrates with affiliated financial businesses and product channels in its service offerings.

Andrew Kleis is a financial advisor with Arete Wealth Advisors, LLC in West Des Moines, IA, holding Series 65 and Series 66 licenses and bringing 23 years of industry experience. He has been with Arete Wealth Management LLC and Insight Wealth Group since 2012. Outside of his advisory role, Kleis is a partner in a tax preparation service, Insight Tax & Financial Services LLC, and serves as secretary and treasurer for a homeowners association. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm manages assets primarily on a discretionary basis using both advisor-driven and proprietary model allocations, and integrates affiliated financial businesses and third-party managers in its offerings.

Laura Emery is a financial advisor at Arete Wealth Advisors, LLC in West Des Moines, IA, holding the ChFC® and Series 63 designations with four years of industry experience. She previously worked at FBL Marketing Service, LLC and FBL Financial Group from 2022 to 2024, and at Heartland Financial USA, Inc. from 2021 to 2022. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs both advisor-driven and proprietary rule-based model allocations, uses third-party sub-advisers, and acts as an ERISA fiduciary when applicable.

John Nelson is a financial advisor at Arete Wealth Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services LLC and LPL Financial, LLC. Outside of advising, he is an owner of TM Ingersoll, LLC, a fractional ownership of a restaurant in Des Moines, Iowa. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse clientele, including individuals, institutions, and charitable organizations. The firm manages assets primarily on a discretionary basis using a combination of advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and product channels in its service offerings.

Daniel Smith is a financial advisor at Arete Wealth Advisors, LLC in West Des Moines, IA, holding the PFS™ designation and Series 63 license with 27 years of industry experience. He has been with Arete Wealth Management since 2018 and also has experience at Insight Tax & Accounting Services and Broker Dealer Financial Services. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs both advisor-driven and proprietary rule-based model allocations and uses third-party sub-advisers, acting as an ERISA fiduciary when applicable.

Andrew Dorr is a Series 66-licensed financial advisor with Arete Wealth Advisors, LLC, located in West Des Moines, IA. He has 17 years of industry experience and has been with Arete Wealth Advisors and Arete Wealth Management since 2012. Outside of his advisory role, he serves as a trustee for Bergman Academy, a nonprofit foundation, and is a partner in several financial and tax preparation service businesses. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary portfolio management, investment consulting, and retirement plan advisory services, utilizing both advisor-driven and proprietary rule-based model allocations.

Benjamin Morrow is a CFP® with 15 years of industry experience, currently serving as an advisor at Arete Wealth Advisors, LLC. He has been with Arete Wealth Advisors and its affiliated entities since 2012 and also has a role at Insight Wealth Group since 2010. Outside of his advisory work, Morrow owns a media podcast called The Perfect Capitalism Project and serves as a board member of the Mosaic Foundation. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs a combination of advisor-driven and proprietary model allocations and uses third-party sub-advisers while acting as an ERISA fiduciary when applicable.

Todd Doorenbos is a financial advisor at Arete Wealth Advisors, LLC with 21 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Hollander Capital since 2012, where he serves as Chief Executive Officer. He is also a partner at DD Werks, LLC, a due diligence and analysis firm, and an investment committee member at Insight Wealth Group. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs both advisor-driven and proprietary model allocations, uses third-party sub-advisers, and acts as an ERISA fiduciary when applicable.