Arete Wealth Management

Broker Bradley Meyers in Arete Wealth Management, LLC Firm Has Customer Complaint

August 26, 2025 | by Staff Attorney

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Bradley Meyers (Meyers), previously associated with Arete Wealth Management, LLC, has at least one disclosable event. These events include one customer complaint, alleging that Meyers recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.

FINRA BrokerCheck shows a settled customer complaint with a damage request of $50,000.00 on July 17, 2023.

Client alleges unsuitable investment recommendations in July 2020.

There are Recent Customer Complaints with Broker Jack Burk in Firm Arete Wealth Management, LLC

August 20, 2025 | by Staff Attorney

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Jack Burk (Burk), currently associated with Arete Wealth Management, LLC, has at least one disclosable event. These events include one customer complaint, alleging that Burk recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.

FINRA BrokerCheck shows a settled customer complaint with a damage request of $50,000.00 on October 04, 2022.

Clients allege unsuitable investment recommendations

Broker Jeffrey Larson in Arete Wealth Management, LLC Firm Has Customer Complaint

August 15, 2025 | by Staff Attorney

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Jeffrey Larson (Larson), previously associated with Arete Wealth Management, LLC, has at least one disclosable event. These events include one customer complaint, alleging that Larson recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.

FINRA BrokerCheck shows a pending customer complaint with a damage request of $800,000.00 on June 23, 2025.

Clients allege registered representative sold an unsuitable investment.

Broker Jeffrey Larson in Arete Wealth Management, LLC Firm Has Customer Complaint

August 5, 2025 | by Staff Attorney

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Jeffrey Larson (Larson), previously associated with Arete Wealth Management, LLC, has at least one disclosable event. These events include one customer complaint, alleging that Larson recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.

FINRA BrokerCheck shows a pending customer complaint with a damage request of $800,000.00 on June 23, 2025.

Clients allege registered representative sold an unsuitable investment.

Broker Jeffrey Larson in Arete Wealth Management, LLC Firm Has Customer Complaint

July 25, 2025 | by Staff Attorney

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Jeffrey Larson (Larson), previously associated with Arete Wealth Management, LLC, has at least one disclosable event. These events include one customer complaint, alleging that Larson recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.

FINRA BrokerCheck shows a pending customer complaint with a damage request of $226,000.00 on May 12, 2025.

Client alleges registered representative recommended an unsuitable investment.

Broker Michael Blueweiss in Arete Wealth Management, LLC Firm Has Customer Complaint

July 16, 2025 | by Staff Attorney

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Michael Blueweiss (Blueweiss), currently associated with Arete Wealth Management, LLC, has at least one disclosable event. These events include one customer complaint, alleging that Blueweiss recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.

FINRA BrokerCheck shows a pending customer complaint with a damage request of $100,000.00 on July 24, 2023.

Client alleges unsuitable investment recommendations in 2021 – 2022.

Broker Kelly Lawson in Arete Wealth Management, LLC Firm Has Customer Complaint

July 11, 2025 | by Staff Attorney

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Kelly Lawson (Lawson), currently associated with Arete Wealth Management, LLC, has at least one disclosable event. These events include one customer complaint, alleging that Lawson recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.

FINRA BrokerCheck shows a settled customer complaint with a damage request of $100,001.00 on August 23, 2023.

The Statement of Claim names Portsmouth Financial as the respondent. Rep is named as account executive responsible for handling the transactions. Claims against the firm (Respondent) include Violation of FINRA Rules of Fair Practice, Unsuitable recommendations, and Supervision and Disclosure failures.

Broker Morgan Hill in Arete Wealth Management, LLC Firm Has Customer Complaint

July 9, 2025 | by Staff Attorney

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Morgan Hill (Hill), currently associated with Arete Wealth Management, LLC, has at least one disclosable event. These events include one customer complaint, alleging that Hill recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.

FINRA BrokerCheck shows a settled customer complaint with a damage request of $50,000.00 on September 08, 2023.

Client alleges registered representative recommended an unsuitable investment.

Broker Michael Dandrea in Arete Wealth Management, LLC Firm Has Customer Complaint

July 8, 2025 | by Staff Attorney

According to BrokerCheck records kept by The Financial Industry Regulatory Authority (FINRA) broker Michael Dandrea (Dandrea), currently associated with Arete Wealth Management, LLC, has been subject to at least one disclosable event. These events include one customer complaint. Several of those complaints against Dandrea concern allegations of high frequency trading activity also referred to as churning or excessive trading among other securities laws violations.

FINRA BrokerCheck shows a pending customer complaint with a damage request of $100,000.00 on September 19, 2023.

Claims breach of contract, breach of fiduciary duty, churning, fraud, negligence, unauthorized and unsuitable trading

There are Recent Customer Complaints with Broker Stephen Stanford in Firm Arete Wealth Management, LLC

June 24, 2025 | by Staff Attorney

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Stephen Stanford (Stanford), currently associated with Arete Wealth Management, LLC, has at least one disclosable event. These events include one customer complaint, alleging that Stanford recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.

FINRA BrokerCheck shows a settled customer complaint with a damage request of $60,000.00 on December 04, 2023.

Unsuitable recommendations, misleading investment advice, failure to conduct due diligence.