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Woodrow Wilson Willey

Arete Wealth Advisors, LLC

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About Woodrow Wilson Willey

Woodrow Wilson Willey is an active Registered Investment Advisor with Arete Wealth Advisors, LLC. Woodrow has been in the industry since August 27, 1997. Woodrow is also a Certified Financial Planner and a Personal Financial Specialist. Woodrow's primary office location is in Chicago, Illinois.

Firm Information

Woodrow Willey 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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Woodrow Willey’s Registration & Firm History

IL

12/14/2012 - Present

Arete Wealth Advisors, LLC (CHICAGO IL)

MD

09/13/2002 - 12/14/2012

H. BECK, INC. (WHEATON MD)

GA

08/28/1997 - 12/13/2002

IFG NETWORK SECURITIES, INC. (ATLANTA GA)

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Licenses & Designations

IA

Issued 11/19/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/19/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/27/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Woodrow Wilson Willey.
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