Invested Better
Unclaimed

Unclaimed

Unclaimed

Craig Giovanni Bodden

Arete Wealth Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Craig? Claim Your Profile

About Craig Giovanni Bodden

Craig Giovanni Bodden is a financial advisor with over 20 years of experience in the industry. He is a registered representative with Arete Wealth Advisors, LLC, and has held previous positions with Private Consulting Group, Inc., NFP Securities, Inc., and Pruco Securities Corporation. Craig Bodden specializes in providing financial planning and portfolio management services to high-net-worth individuals and families. He is also experienced in working with corporations, businesses, and pension and profit-sharing plans. Craig is committed to helping clients achieve their financial goals through a personalized approach.

Firm Information

Craig Bodden is currently registered with Arete Wealth Advisors, LLC. Arete Wealth Advisors, LLC is a registered investment advisor headquartered in Chicago, Illinois. With over $1 billion to $10 billion in assets under management, the firm provides financial planning, pension consulting, and portfolio management services to a diverse range of clients, including individuals, corporations, and pension plans. Arete Wealth Advisors also participates in wrap fee programs. The firm's website addresses include christie-cox.com, bondstocksfinancial.com, leblancfinancial.com, aretewealth.com, and more.
Arete Wealth Advisors, LLC

1115 W FULTON MARKET

CHICAGO, IL 60607

$2.67B

Assets Under Management

30

Total Clients

125

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

non-discretionary investment advice regarding securities of affiliates of masterworks.io, llc.

Non-discretionary investment advice regarding securities of affiliates of masterworks.io, llc.

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

check

other

Sharing in underwriting fees from an affiliated broker-dealer

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Craig Bodden’s Registration & Firm History

IL

08/11/2009 - Present

Arete Wealth Advisors, LLC (CHICAGO IL)

CA

07/31/2006 - 03/19/2009

PRIVATE CONSULTING GROUP, INC. (SAN FRANCISCO CA)

CA

05/02/2000 - 08/07/2006

NFP SECURITIES, INC. (SAN FRANCISCO CA)

NJ

04/23/1999 - 04/13/2000

PRUCO SECURITIES CORPORATION (NEWARK NJ)

Not sure if Craig Giovanni Bodden is right for you?

Licenses & Designations

BOTH

Issued 04/29/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/16/2004

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/22/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Craig Giovanni Bodden. Review regulatory record here.
Not sure if Craig Giovanni Bodden is right for you?