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Patrick Anthony Leblanc

Arete Wealth Management, LLC

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About Patrick Anthony Leblanc

Patrick Leblanc is a financial advisor registered with Arete Wealth Management, LLC, a financial services firm with a strong presence in the Chicago area. Patrick holds a Series 7 and Series 66 licenses, signifying his proficiency in general securities and investment advisory services. He has extensive experience in the financial industry, having held previous positions at a variety of firms, including KCD Financial, Inc., WealthForge Securities, LLC, and International Assets Advisory, LLC. Patrick's commitment to serving clients is evident in his focus on providing personalized financial guidance tailored to their individual needs and goals.

Firm Information

Patrick Leblanc 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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Patrick Leblanc’s Registration & Firm History

IL

06/06/2024 - Present

Arete Wealth Management, LLC (CHICAGO IL)

WI

08/31/2023 - 07/08/2024

KCD FINANCIAL, INC. (GREEN BAY WI)

VA

03/28/2022 - 05/09/2023

WEALTHFORGE SECURITIES, LLC (RICHMOND VA)

TX

12/26/2019 - 03/15/2022

INTERNATIONAL ASSETS ADVISORY, LLC (DALLAS TX)

TX

05/31/2017 - 12/11/2019

D.H. HILL SECURITIES, LLLP (Kingwood TX)

TX

01/03/2017 - 05/31/2017

HARTMAN REAL ASSETS SECURITIES, INC (Houston TX)

TX

09/07/2016 - 01/03/2017

D.H. HILL SECURITIES, LLLP (KINGWOOD TX)

TX

10/26/2015 - 04/27/2016

PLANMEMBER SECURITIES CORPORATION (Houston TX)

NJ

12/09/2014 - 07/20/2015

FUTURITY FIRST INVESTMENT SERVICES INC. (SUMMIT NJ)

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Licenses & Designations

BOTH

Issued 02/22/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/06/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patrick Anthony Leblanc.
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