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Laura Caroline Emery

Arete Wealth Advisors, LLC

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About Laura Caroline Emery

Laura Emery is a financial professional with over 20 years of experience in the industry. Laura is currently registered with Arete Wealth Advisors, LLC and is also affiliated with Insight Wealth Group. Laura has a strong background in providing financial planning, pension consulting, and portfolio management services to individuals and businesses. Laura is a Chartered Financial Consultant (ChFC) and has a strong understanding of investment strategies and financial planning. Laura's areas of specialization include: Financial Planning, Retirement Planning, Investment Management, and Insurance Planning.

Firm Information

Laura Emery 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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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.

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fixed fees

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

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percentage of assets

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

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performance-based fees

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

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other

Sharing in underwriting fees from an affiliated broker-dealer

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Laura Emery’s Registration & Firm History

IA

11/05/2024 - Present

Arete Wealth Advisors, LLC (West Des Moines IA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Laura Caroline Emery.
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