David Taylor iii
Investment adviser representative at Arete Wealth Advisors, LLC
10 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
10 years in the industry.
- Arete Wealth Advisors, LLCJul 2025 to now
- Arete Wealth ManagementApr 2025 to now
- Practice Management Consultants, LLCJan 2023 to Mar 2025
- Baxter Credit UnionJul 2022 to Oct 2022
- Cuso Financial Services, LPJul 2022 to Oct 2022
- Bcu Wealth Advisors, LLCJul 2022 to Jul 2022
- Wells Fargo Clearing Services, LLCFeb 2017 to Jun 2022
- Transamerica Financial Advisors, IncMay 2016 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 6480267
- Firm CRD
- 145488