Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ivan? Claim Your ProfileIvan Truss is a financial advisor with over 10 years of experience in the financial services industry. Ivan is a registered representative and investment advisor representative in Alabama and the District of Columbia, and has a Series 66, Series 7TO, and SIE license. Ivan has a strong background in financial planning, portfolio management, and pension consulting. Ivan specializes in working with high-net-worth individuals, corporations, and individuals other than high-net-worth. Ivan is currently affiliated with Arete Wealth Advisors, LLC, a firm with over $1 billion in assets under management. Arete Wealth Advisors is a registered investment advisor that provides a range of financial services, including financial planning, portfolio management, and pension consulting. The firm has a strong commitment to providing personalized and comprehensive financial advice to its clients.
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
1
2
IL
01/02/2025 - Present
Arete Wealth Advisors, LLC (CHICAGO IL)
BOTH
Issued 05/06/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/09/2022
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2022
Series 7TO - General Securities Representative Examination
Active
Inactive
F
FINRA
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