Chicago, Il., May 30, 2024 – Arete Wealth, a leading wealth management firm, has announced the appointment of Dan Meehan as Vice President of Business Development. With over 30 years of experience in the financial services industry, Dan brings a wealth of knowledge and a proven track record in business development and institutional sales.
Dan’s career in financial services began as a financial advisor, where he quickly discovered a passion for recruiting and business development. Over the years, he has held key roles at various firms, consistently driving growth and fostering successful partnerships. Notably, during his tenure with a small Atlanta-based broker dealer, Dan was instrumental in expanding the firm’s advisor base from 30 to 125 advisors. His efforts were recognized with numerous “Fastest Growing Broker/Dealer” awards from Investment News Magazine.
“Dan’s extensive experience and successful history in the industry make him an invaluable addition to our team,” said Joshua D. Rogers, CEO of Arete Wealth. “His passion for helping financial advisors find the best partnerships and solutions aligns perfectly with our mission to provide exceptional service and opportunities for growth to our clients.”
Dan maintains several licenses, including Series 7, 9, 10, 24, 63, and 65, and holds a BA in Philosophy from the State University of New York at Buffalo. His strategic insight and commitment to excellence will undoubtedly contribute to Arete Wealth’s continued success. For more information about Arete Wealth, please visit www.aretewealth.com.
About Arete Wealth Inc.
Arete Wealth is a remarkably sophisticated provider of financial services with expertise in wealth management, investment banking, managing broker-dealer services, direct-to-consumer digital investment solutions, and insurance. The firm’s diversified offerings and unique access to alternative investments, venture capital, and private equity programs are incomparable in the industry. Founded in 2007, Arete is consistently ranked a top US independent broker-dealer and registered investment advisory firm, based on growth and revenue.
Arete Wealth Advisors LLC and Arete Insurance Agency LLC are affiliates of Arete Wealth Management, LLC. Advisory services offered through Arete Wealth Advisors, an SEC registered investment advisor. Securities offered through Arete Wealth Management, LLC, member FINRA, SIPC.
Media contact:
Nate Moster
513.240.9241
Nate.Moster@AreteWealth.com
