Arete Wealth Advisors, LLC

Brenton Collins is a financial advisor at Arete Wealth Advisors, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at Arete Wealth Advisors and Arete Wealth Management since 2014. Collins is also president and owner of Collins Capital Management, Inc. 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 discretionary portfolio management, proprietary model allocations, and third-party sub-advisers while acting as an ERISA fiduciary when applicable.

Samantha Crank is a financial advisor at Arete Wealth Advisors, LLC with four years of industry experience. She holds a Series 66 designation and has previously worked at Lord Abbett & Co. LLC and Merrill Lynch. In addition to her advisory role, she is a Senior Associate at Golub Capital. 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 other entities. The firm primarily manages assets on a discretionary basis using both advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and product channels in its service offerings.

Philip Martini is a financial advisor at Arete Wealth Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Canaccord Genuity Inc and Parsonex Securities, Inc. Martini is also involved with Wimbledon Global Advisors as part of his outside business activities. 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 model allocations, and it engages third-party sub-advisers while acting as an ERISA fiduciary when applicable.

Karim Antoni is a financial advisor at Arete Wealth Advisors, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including Blackrock Investments, Inc., Merrill Lynch Investment Managers Venezuela, Lazard Asset Management, and Golub Capital, where he currently serves as a director. 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 model allocations, and it integrates affiliated financial businesses and product channels into its service offerings.

Rebecca Jin is a financial advisor at Arete Wealth Advisors, LLC in New York, NY, holding Series 63 and Series 65 licenses with several years of experience in the financial services industry. Her prior roles include positions at JPMorgan Chase Bank and Golub Capital. 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 utilizes both advisor-driven and proprietary model allocations and integrates affiliated financial businesses and product channels in its service offerings.

Brent Franklin is a financial advisor at Arete Wealth Advisors, LLC in Nashville, TN, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Center Street Securities, Springboard, Lyft Inc, and Bank of the West. 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 acts as an ERISA fiduciary when applicable.

David Hock is a financial advisor with Arete Wealth Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Arete Wealth Advisors since 2008 and is also involved with Center Street Advisors, Inc. and Center Street Securities, Inc. Outside of his advisory role, he is a member of Green LLC, a private equity sponsor, and owns an insurance agency, Arete Shield Insurance Agency. 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 model allocations, and integrates affiliated financial businesses and product channels as part of its service offering.

Joseph Cutler is a financial advisor at Arete Wealth Advisors, LLC with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Bank NA. 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 model allocations, and it integrates affiliated financial businesses and product channels in its service offerings.

Charles Majors is a financial advisor with Arete Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has worked at several firms, including Center Street Advisors, Inc., and has operated Majors Financial Group since 2001. Outside of his advisory role, he serves as president of Majors Financial Group, Inc., which sells life, health, and disability insurance. 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, employing both advisor-driven and proprietary model allocations, and integrates affiliated financial businesses and product channels within its service offerings.

Adam Weingartner is a financial advisor at Arete Wealth Advisors, LLC with 18 years of industry experience. He has held roles at Arete Wealth Advisors and Arete Wealth Management since 2016, and previously worked at Berthel Fisher & Company Planning, Inc. and Alvery Bartlett Fund Management Co. He holds Series 63 and Series 65 licenses and is also licensed to sell health and life insurance in Missouri. 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, employing both advisor-driven and proprietary model allocations, and integrates affiliated financial businesses and product channels as part of its service offering.

Hamilton Poynor is a financial advisor with Arete Wealth Advisors, LLC in Birmingham, AL, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior work includes roles at LPL Financial, LLC and RFG Advisory Group, LLC. Outside of his advisory role, he serves on the boards of St. Luke's Episcopal Church Foundation and Lutheran Services Florida and is involved with the Million Dollar Round Table finance committee and the Make A Wish Foundation of Alabama. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs discretionary portfolio management, proprietary model allocations, and third-party sub-advisers, and integrates affiliated financial businesses and product channels in its operations.

Tsewang Nyendak is a financial advisor at Arete Wealth Advisors, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at National Securities Corporation for 18 years. Nyendak also works as an insurance agent outside of his advisory role. Arete Wealth Advisors provides investment advisory and financial planning services to a wide range of clients, 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 incorporates third-party sub-advisers and due diligence processes in its investment approach.

David Taylor III is a financial advisor at Arete Wealth Advisors, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at several firms, including Wells Fargo Clearing and Practice Management Consultants, LLC. 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 businesses. The firm offers discretionary portfolio management, investment consulting, and retirement plan advisory, employing both advisor-driven and proprietary model allocations while acting as an ERISA fiduciary when applicable.

Joseph Mc Kinley is a financial advisor at Arete Wealth Advisors, LLC with five years of industry experience. He holds a Series 66 designation and has worked at Arete Wealth Management LLC since 2020. In addition to his advisory role, he serves as director of insurance and lead sales of life insurance and annuity products at PV Insurances LLC. 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 and employs both advisor-driven and proprietary model allocations, integrating affiliated financial businesses and product channels as part of its service offering.

Timothy Pelan is a financial advisor with Arete Wealth Advisors, LLC, holding a Series 66 designation and over six years of professional experience. His background includes roles at Primerica and Fincadia, as well as involvement with entities such as American Beech and Marco Vineyards. 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, manages assets primarily on a discretionary basis, and integrates affiliated financial businesses and product channels into its service offerings.