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Casey Michael Cotton

Arete Wealth Management, LLC

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About Casey Michael Cotton

Casey Michael Cotton is a financial professional with over seven years of experience in the industry. Casey is currently registered with Arete Wealth Management, LLC, a firm based in Chicago, Illinois. Casey holds the Series 7 and SIE licenses and has previously worked at Madison Avenue Securities, LLC in San Diego, California.

Firm Information

Casey Cotton is currently registered with Arete Wealth Management, LLC. Arete Wealth Management, LLC is a Limited Liability Company formed on January 20, 1998. The firm is registered with the SEC and in 53 states.

Not reported

Assets Under Management

Not reported

Total Clients

88

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Casey Cotton’s Registration & Firm History

IL

02/15/2022 - Present

Arete Wealth Management, LLC (CHICAGO IL)

CA

01/12/2015 - 02/11/2022

MADISON AVENUE SECURITIES, LLC (SAN DIEGO CA)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/12/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Casey Michael Cotton.
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