Rene Hernandez
Investment adviser representative at Arete Wealth Advisors, LLC
11 yearsExperience
1 stateRegistered in
$2.7BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Arete Wealth Advisors, LLCJul 2026 to now
- Arete Wealth ManagementJun 2026 to now
- Mk WealthMay 2026 to now
- UnemployedNov 2022 to Apr 2026
- Tapfin/eyJul 2022 to Oct 2022
- PNC BankApr 2021 to Jul 2022
- UnemployedSep 2020 to Apr 2021
- Cuna Brokerage Services, Inc.Dec 2019 to Sep 2020
- Allstate Insurance CompanyApr 2019 to Jan 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2015 to Apr 2019
Exams passed
- Series 66 · Uniform Combined State Law2015
- Series 63 · Uniform Securities Agent State Law2026
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
Arete Wealth Advisors, LLC
$2.7BAssets managed
5,426Clients
143Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2251296
- Firm CRD
- 145488