Linda S. Bohnert
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.
Linda Sue Bohnert, CFP®, who also goes by Linda Sue Greim, was a registered financial professional .
Linda is a previously registered financial professional and started their career in finance in 1985. Linda had worked at 12 firms and has passed the Series 63, SIE 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
August 25, 2023 - December 31, 2024
ARETE WEALTH MANAGEMENT, LLC
April 1, 2019 - June 20, 2023
COBALT CAPITAL, INC.
January 11, 2019 - April 2, 2019
ORCHARD SECURITIES, LLC
July 11, 2015 - January 10, 2019
TRILOMA SECURITIES, LLC
March 29, 2010 - January 8, 2015
FS INVESTMENT SOLUTIONS, LLC
August 1, 2008 - March 17, 2010
RESOURCE SECURITIES LLC
March 25, 1997 - July 25, 2008
CNL SECURITIES CORP.
July 1, 1996 - February 7, 1997
CRONOS SECURITIES CORP
April 14, 1989 - May 9, 1996
TCC SECURITIES CORPORATION
August 18, 1986 - June 1, 1988
SOUTHMARK CAPITAL RESOURCE
November 26, 1985 - August 26, 1986
SOUTHMARK FINANCIAL SERVICES, INC.
February 21, 1985 - February 4, 1986
INTEGRATED RESOURCES MARKETING, INC.
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 WEALTH MANAGEMENT, LLC
CRD#: 44856 / SEC#: , 8-50854
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| ARETE WEALTH INC | DIRECT OWNER | |
| BULLA, CHRISTIAN ALEXANDER | MUNICIPAL SECURITIES PRINCIPAL | 7067640 |
| CHUNG, UNBO | CHIEF COMPLIANCE OFFICER / AML COMPLIANCE OFFICER | 6208569 |
| HOCK, DAVID CARL | CHIEF FINANCIAL OFFICER / FINANCIAL & OPERATIONS PRINCIPAL (FINOP) | 2246268 |
| RAYNER, MICAH HARDING | REGISTERED OPTIONS PRINCIPAL | 6252596 |
| ROGERS, JOSHUA DEAN | CHIEF EXECUTIVE OFFICER | 3163818 |
Disclosures
| Regulatory Event | 2 |
| Civil Event | 1 |
| Arbitration | 3 |
Red Flags
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