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Margo Aimee Steahly

Arete Wealth Management, LLC

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About Margo Aimee Steahly

Margo Aimee Steahly is a financial advisor based in Chicago, Illinois. Margo has been in the financial services industry since 2005 and is currently registered with Arete Wealth Management, LLC. Margo has a wide range of experience, having worked with several firms, including WealthForge Securities, LLC, Sandlapper Securities, LLC, and USAA Financial Advisors, Inc. Margo has passed both Series 7 and Series 66 exams and has been registered in 51 states.

Firm Information

Margo Steahly 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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Margo Steahly’s Registration & Firm History

IL

01/25/2024 - Present

Arete Wealth Management, LLC (CHICAGO IL)

VA

01/29/2018 - 11/07/2023

WEALTHFORGE SECURITIES, LLC (Glen Allen VA)

VA

03/21/2013 - 01/02/2018

SANDLAPPER SECURITIES, LLC (Springfield VA)

CO

10/26/2010 - 08/28/2012

USAA FINANCIAL ADVISORS, INC. (COLORADO SPRINGS CO)

CO

12/24/2008 - 07/28/2010

MCL FINANCIAL GROUP, INC. (LITTLETON CO)

CA

02/10/2005 - 06/02/2005

JAMES HAROLD GOODE, JR. (SAN CLEMENTE CA)

IL

05/27/2003 - 09/29/2003

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

NY

06/11/2001 - 10/01/2002

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

NY

05/16/1998 - 05/29/2001

QUICK & REILLY, INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 01/31/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/23/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Margo Aimee Steahly.
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