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Laura Caroline Emery

Investment adviser representative at Arete Wealth Advisors, LLC
21 yearsExperience
1 stateRegistered in
ChFC®Designation
$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

21 years in the industry.

  1. Arete Wealth Advisors, LLCNov 2024 to now
  2. Arete Wealth ManagementSep 2024 to now
  3. Fbl Financial GroupApr 2022 to Aug 2024
  4. Fbl Marketing Service, LLCApr 2022 to Aug 2024
  5. Heartland Financial USA, Inc.Jun 2021 to Apr 2022
  6. UnemployedMay 2021 to Jun 2021
  7. Iowa State University - Office of Student Financial AidFeb 2020 to May 2021
  8. Full-time StudentAug 2018 to May 2021
  9. Cookies, Etc.Jun 2016 to Aug 2018
  10. Full-time Student / UnemployedAug 2005 to Aug 2018

Designations

  • ChFC®

Exams passed

  • Series 63 · Uniform Securities Agent State Law2025

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
7535063
Firm CRD
145488
Advisor's SEC record (opens in a new tab)
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