Benjamin L Morrow
Investment adviser representative at Arete Wealth Advisors, LLC
16 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$2.7BFirm assets
Are you Benjamin L Morrow? Claim your profile
Contact this firm
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
16 years in the industry.
- Arete Wealth Advisors, LLCSep 2012 to now
- Arete Wealth Management LLCSep 2012 to now
- Insight Wealth GroupMar 2010 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 3 states (FL, IA, TX).
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
- 5770056
- Firm CRD
- 145488