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Linda Sue Bohnert

Arete Wealth Management, LLC

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About Linda Sue Bohnert

Linda Sue Bohnert is a financial advisor with over 30 years of experience in the industry. Linda is currently registered with Arete Wealth Management, LLC, a firm based in Chicago, IL. Linda has previously worked at several other firms, including Cobalt Capital, Inc. and Orchard Securities, LLC. Linda is licensed to sell securities in all 50 states.

Firm Information

Linda Bohnert 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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Linda Bohnert’s Registration & Firm History

IL

08/25/2023 - Present

Arete Wealth Management, LLC (CHICAGO IL)

FL

04/01/2019 - 06/20/2023

COBALT CAPITAL, INC. (LAKE MARY FL)

UT

01/11/2019 - 04/02/2019

ORCHARD SECURITIES, LLC (PLEASANT GROVE UT)

FL

07/11/2015 - 01/10/2019

TRILOMA SECURITIES, LLC (WINTER PARK FL)

PA

03/29/2010 - 01/08/2015

FS2 CAPITAL PARTNERS, LLC (PHILADELPHIA PA)

PA

08/01/2008 - 03/17/2010

CHADWICK SECURITIES, INC. (PHILADELPHIA PA)

FL

03/25/1997 - 07/25/2008

CNL SECURITIES CORP. (ORLANDO FL)

CA

07/01/1996 - 02/07/1997

CRONOS SECURITIES CORP (SAN FRANCISCO CA)

CA

04/14/1989 - 05/09/1996

TCC SECURITIES CORPORATION (SAN FRANCISCO CA)

NA

08/18/1986 - 06/01/1988

SOUTHMARK CAPITAL RESOURCE

NA

11/26/1985 - 08/26/1986

SOUTHMARK FINANCIAL SERVICES, INC.

NA

02/21/1985 - 02/04/1986

INTEGRATED RESOURCES MARKETING, INC.

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Licenses & Designations

BC

Issued 05/23/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/16/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Linda Sue Bohnert.
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