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Thomas Richard Duensing

ARETE WEALTH ADVISORS, LLC·SCHAUMBURG, Illinois
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1699 E. WOODFIELD RD. SUITE 565, SCHAUMBURG, IL 60173CRD# 1893332Firm CRD# 145488
01

About

Thomas Richard Duensing is a registered financial advisor based in SCHAUMBURG, Illinois, affiliated with ARETE WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
ARETE WEALTH ADVISORS, LLC
ARETE WEALTH ADVISORS, LLC
AUM
$2.7B
Regulatory assets under management
Employees
130
Total firm employees
View all advisors at ARETE WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Other: SHARING IN UNDERWRITING FEES FROM AN AFFILIATED BROKER-DEALER
Regulatory
SEC/IARD CRD# 1893332
Firm CRD# 145488
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Thomas Richard Duensing offer?
Thomas Richard Duensing specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SCHAUMBURG, Illinois for a consultation.
What are Thomas Richard Duensing's credentials?
Thomas Richard Duensing is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Richard Duensing located?
Thomas Richard Duensing is based in SCHAUMBURG, Illinois, working with ARETE WEALTH ADVISORS, LLC. Their office serves clients in the SCHAUMBURG metropolitan area and surrounding communities.
How does Thomas Richard Duensing charge for services?
Thomas Richard Duensing's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees, other: sharing in underwriting fees from an affiliated broker-dealer. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ARETE WEALTH ADVISORS, LLC?
ARETE WEALTH ADVISORS, LLC has approximately 130 employees and manages $2.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ARETE WEALTH ADVISORS, LLC

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Unbo Chung
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CHICAGO, IL
Jerry Lee Greene
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Jonathan Kramer Greer
CHICAGO, IL
Joseph Andrew Cook
SCHAUMBURG, IL

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Nearby cities in Illinois
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Research
Advisor Fees in IllinoisNational Fee Analysis
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