Daniel Clinton Smith
Investment adviser representative at Arete Wealth Advisors, LLC
13 yearsExperience
1 stateRegistered in
PFSDesignation
$2.7BFirm assets
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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
13 years in the industry.
- Arete Wealth Advisors, LLCSep 2018 to now
- Arete Wealth Managmement, LLCFeb 2018 to now
- Insight Tax & Accounting Services, LLCJan 2018 to now
- UnemployedOct 2017 to Dec 2017
- Broker Dealer Financial ServicesOct 2013 to Sep 2017
Designations
- PFS
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
State registrations
Registered as an investment adviser representative in 1 state (IA).
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
- 2925723
- Firm CRD
- 145488