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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Carlson is a financial advisor at Arete Wealth Advisors, LLC, with over 20 years of experience in the financial services industry. Benjamin has a strong track record of providing personalized financial advice to individuals, families, and businesses. He is also a registered representative of Arete Wealth Advisors, LLC. Benjamin is dedicated to helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice regarding securities of affiliates of masterworks.io, llc.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Sharing in underwriting fees from an affiliated broker-dealer
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2
IL
02/23/2022 - Present
Arete Wealth Advisors, LLC (Park Ridge IL)
NC
03/06/2017 - 01/05/2022
BRIGHTHOUSE SECURITIES, LLC (CHARLOTTE NC)
NY
06/09/2015 - 03/06/2017
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
MN
11/09/2007 - 04/27/2015
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
11/15/2002 - 11/09/2007
AMERIPRISE FINANCIAL SERVICES, INC. (MAPLE GROVE MN)
MN
11/15/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 02/23/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/06/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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