Mark W. Breuer
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Mark Warren Breuer MR., who also goes by Mark Warren Breuer, was a registered financial professional .
Mark is a previously registered financial professional and started their career in finance in 1984. Mark had worked at 7 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 30, 2009 - April 23, 2026
ARETE FINANCIAL PLANNING, LLC
May 13, 1998 - September 8, 2009
VRAKAS/BLUM FINANCIAL ADVISORS, INC.
July 1, 1997 - May 4, 1998
SII INVESTMENTS, INC.
March 2, 1992 - May 23, 1997
STRONG INVESTMENTS, INC.
September 4, 1990 - September 14, 1990
WELLS FARGO CLEARING SERVICES, LLC
July 27, 1989 - September 4, 1990
BLUNT ELLIS & LOEWI INCORPORATED
November 21, 1984 - July 29, 1989
EDWARD JONES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
ARETE FINANCIAL PLANNING, LLC
CRD#: 109717 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 70 |
| AUM (Assets Under Management) | $ 20,222,343 |
Red Flags
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