Heidi Flanagan
Heidi was hired as one of Arete’s first employees. She filled critical roles both in Finance and Operations and served as the leader of the Operations Team for many years…
Casey Cotton
Casey Cotton comes to Arete Wealth with over 20 years of experience with the last 14 years being spent in the financial services industry. He has served in a similar…
Karlton Kleis
Karlton Kleis is a Founder and Partner of Insight Wealth Group. Karlton received a degree in accounting from Northwestern College and an MBA from the University of Iowa with an emphasis…
David Levine
David brings over 20 years of wealth management experience having served as the National Sales Manager, Chief Sales Officer, and Chief Executive Officer at two large independent broker-dealers and investment…
David C. Hock
David Hock comes to Arete Wealth Management with 16 years of experience in the financial services industry. His fascination with the complexity of the markets and building profits through in-depth analysis…