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Brent James Franklin

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.

  1. Arete Wealth Advisors, LLCJan 2024 to now
  2. Arete Wealth Management, LLCOct 2023 to now
  3. Center Street SecuritiesApr 2022 to Nov 2023
  4. SpringboardAug 2020 to Apr 2022
  5. UnemployedFeb 2020 to Aug 2020
  6. Lyft IncSep 2016 to Feb 2020

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 1 state (TN).

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
7538852
Firm CRD
145488
Advisor's SEC record (opens in a new tab)
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