Welcome to
Arete Wealth

We’re glad you’re here.

Welcome

“Thank you for joining the Arete Wealth family of advisors. We’re delighted you’ve decided to join us and become part of the Arete legacy.

Our commitment to you is to make this as smooth as possible for you and your clients. We have created this site to help ease your practice’s transition to the Arete network.”

MEET ARETE

  • The Arete Vision
  • By The Numbers
  • Your Advisor Services Team

GET STARTED

  • Transition Timeline
  • Kickoff Meeting
  • Registration Process

BEFORE YOU GO

  • Protocol vs. Non-Protocol Procedures
  • E&O Insurance
  • FINRA Rule 2273 Communication

OFFICE SETUP

  • Establishing a New Location
  • Remaining in Your Current Location
  • Joining an Existing Location
  • Required Branch Files

CONVERTING ACCOUNTS

  • Understanding the Custodian’s Role
  • Resigning From Your Current Firm
  • Transitioning Clients